May News Bites

  • Learn to create a budget, ditch your debt and start saving for the future. Our next retirement webinar—scheduled Wednesday, May 25 at 11 a.m. Central time—will cover the importance of managing debt and provide tips to help you reach your future financial goals. Log in to the Fidelity website to sign up now!
  • See the full picture! Next month Financial Engines® will send your yearly Retirement Evaluation based on your Retirement Savings Plan. But your Retirement Savings Plan is probably just one part of your retirement savings. By including your other retirement income accounts, such as IRAs, previous employer retirement accounts or your spouse’s or partner’s account information, Financial Engines can use its sophisticated analysis to create unbiased recommendations for you. If you provide your other account details to Financial Engines by June 10, they will be included in the Retirement Evaluation packet mailed to your home at the end of June. Log in to com and click on the Financial Engines link. Next, click “Portfolio details” under the “Investments” section and then click “Add Account.” Select your financial institution, and enter your user ID and password for that company. [Rockwell Automation hired Financial Engines Advisors L.L.C (FEA) to provide investment advisory services to plan participants. FEA is a federally registered investment advisor and wholly owned subsidiary of Financial Engines, Inc. Neither Rockwell Automation nor FEA guarantee future results. Financial Engines® is a registered trademark of Financial Engines, Inc. All other marks are the exclusive property of their respective owners. ©2016 Financial Engines, Inc. All rights reserved. Used with permission.]
  • Have you started your Take Action activity? With so many options—competitive events, fitness and walking challenges, coaching programs and the new weight loss program—it’s easier than ever to find a Take Action activity that helps you reach your health goals and save money on your 2017 medical premiums. Simply pick one and get started so you’ll finish before the year ends.
  • Prince needed a will. Do you? Get an idea from this New York Times article. According to the article, one important step is to be sure your beneficiary designations are up to date. Use EmployeeConnect to log in and update your life insurance beneficiary on Your Benefits Resources > Your Profile > Beneficiaries (this applies to Basic and Supplemental Life Insurance, Accidental Death & Dismemberment and business travel plans). Use Fidelity Net Benefits to update your beneficiaries for the Retirement Savings Plan and any non-qualified plans. For additional information, search com for “beneficiary designation.”
  • The Rockwell Automation Service Center and the Rockwell Automation Service Center at Fidelity will be closed on May 30 for Memorial Day.