- Back by popular demand: This month, our retirement webinar is a popular favorite from last year—Preparing Your Savings for Retirement. Designed for people planning to retire in the next two to 10 years, this intermediate workshop will teach you how to boost your savings while you’re working and identify steps you can take today as you prepare for your transition. You’ll learn to identify sources of retirement income, assess the impact of future health care costs in retirement and evaluate expenses and strategies to fill the gap. Register online now and join us on Wednesday, March 30, at 11 a.m. Central time. (Registration is limited 300 registrants. You have to log in to the Fidelity website to register.)
- IRS Form 1095-C: Employer-Provided Health Insurance Offer and Coverage. This form, which you should have received in early February, reports two different kinds of information to the IRS. First, it shows the monthly premium for the lowest-cost option available to the employee. In most cases, this will be You-Only HSA option coverage. You can verify the amount by comparing it to the 2015 Cost for Medical Coverage in the 2015 Annual Enrollment Guide. Second, the form shows who was covered under your medical plan in 2015. If you have questions about your form, or need a replacement, contact the Rockwell Automation Service Center at 877.687.7272.
- The deadline to submit your 2015 Flexible Spending Account (FSA) claims is March 31, 2016. Submit your claims by uploading them online via EmployeeConnect > Your Benefits Resources. Any money in your account after this deadline will be forfeited with one exception: If you participated in a 2015 Health Care FSA last year, you can let up to $500 carry over into 2016.
- Don’t forget to sign up for a Take Action activity! Simply log on to staywell.com and choose an activity on the To-Do list. Complete up to two activities to earn a credit toward your 2017 medical premiums when you also take the Health Risk Questionnaire (HRQ) this fall.
- If your doctor suggests a treatment plan for your medical condition, let Best Doctors’ Explore My Options™ service help you understand your options—including drugs and medical procedures. At no cost to you, representatives can explain the procedure or drug your doctor has recommended and provide information, resources and insights to help you make a more informed decision about your health. For more information, visit the Best Doctors website or call 888.281.6550.
- Take control of your financial future—Financial Engines can help! Today, everyone’s busy. Staying on top of our financial future doesn’t always make our daily “to do” list. But Financial Engines can help. Simply click on the Financial Engines “Get Advice” link after logging into your account at Fidelity (401k.com). Or call 1.877.401.5762 and ask to be connected to a Financial Engines advisor. To receive tips and a quarterly evaluation to help you stay on track with your retirement goals throughout the year, be sure to update your profile to include your preferred email address.
