Develop a retirement savings strategy

Retirement planning starts with thinking about your future lifestyle goals and how long you have to meet them. To have a comfortable, secure—and happy—retirement, you’ll need to create a savings strategy that accounts for your age, target retirement date, income, debts, medical coverage needs and more.

Whether you’re years or months away from retirement, these retirement planning tools through The Rockwell Automation Retirement Savings Plan—the 401(k) plan can help you plan smarter for retirement.

Retirement Guide
Download this overview of your retirement benefits through Rockwell Automation to learn how to start the planning process, your medical options in retirement and other helpful information.

Retirement Process Timeline Tool
Model different retirement dates and see what steps you need to take for a smooth transition into retirement.

Rockwell Automation Service Center (RASC) and YourBenefits
Use the Pension Modeler, start the Pension Plan payment process, get copies of SPDs, and find answers to questions about retiree medical, COBRA coverage, post-retirement benefits and more.

Fidelity (Rockwell Automation Service Center at Fidelity)
Access financial tools, calculators, articles and free retirement planning workshops. Process your distribution election for The Rockwell Automation Retirement Savings Plan—the 401(k) plan. Manage your annual contribution rate based on your savings goals.

Edelman Financial Engines
Take advantage of free, unlimited investment planning tools. Or, for a fee, experts can create a retirement planning strategy for you that includes your 401(k) plan and other income sources.

Termination Benefits Summary
If you are considering leaving Rockwell Automation for another opportunity or retirement, download the Termination Benefits Summary to learn how leaving the Company impacts your benefits.

Visit for a complete list of your Rockwell Automation retirement tools and resources—including Savings Plan details, contact information and downloads.

You work hard to make a meaningful contribution at work. Let our benefits, tools and resources create a meaningful contribution to your retirement.