November 2014 News Bites

  • Annual Enrollment ends Nov. 16. See what’s new, review your 2015 Annual Enrollment Guide, and enroll if you want to make changes to your benefits or covered dependents, participate in a Flexible Spending Account (FSA) and/or begin your 2015 Health Savings Account (HSA) contributions in January.
  • HealthEquity will be the new Health Savings Account (HSA) vendor, starting Jan. 1, 2015. If you have a balance in your Aetna-JPMorgan Chase HSA, be sure to complete an HSA transfer form to move your account balance to HealthEquity. Otherwise, you’ll pay a $4 monthly fee to keep your account at Aetna-JPMorgan Chase. To learn more, read the frequently asked questions. (Note: If you don’t have a balance, you don’t need to do anything.)
  • Reminder: The deadline to incur expenses for your FSA is Dec. 31. (March 31, 2015, is the deadline to submit your claims.) FSA funds not used by the end of the plan year will not roll over. You will lose any funds still left in the account. (If you have a Health Care FSA, however, keep in mind that up to $500 can roll over to 2015.)
  • Reach your retirement goals with guidance from Fidelity. Fidelity’s Retirement Roadmap features helpful tips and age-based strategies for saving and investing for your future. For more tips, news, special reports and insights, explore Fidelity’s other Viewpoints articles.
  • Mark your calendar for our 2015 holidays:New Year’s Day (Jan. 1), Memorial Day (May 25), Independence Day (July 3), Labor Day (Sept. 7), Thanksgiving Day (Nov. 26), Day after Thanksgiving (Nov. 27), Christmas Eve Day (Dec. 24), Christmas Day (Dec. 25), New Year’s Eve Day (Dec. 31), plus three floating holidays. Find both the 2014 and 2015 holidays on the Rockwell Automation Quick Find.
  • To receive your W-2 electronically, visit EmployeeConnect no later than Jan. 15. Click the “Your Pay” tab and go to “Taxes and Deductions” to consent to the electronic version. (If you have previously registered, you do not need to register again.)
  • The Rockwell Automation Service Center and the Rockwell Automation Service Center at Fidelity will be closed on Nov. 27 for Thanksgiving