Print Archive: February, 2021

April 2026

Judi Care Benefit Update
As a reminder, the Judi Care (formerly Amino) Smart Match benefit is no longer available, effective April 1, 2026. Judi Care was used to help employees search for in-network providers, compare cost and quality, and assist with booking medical appointments. Employees still have options available to support finding care and navigating health benefits.

  • Employees enrolled in UHC medical plans can continue to find care using UnitedHealthcare’s provider tools. Find Tier 1 primary care providers and specialists who are recognized for high value care by logging in to myuhc.com.
  • All employees and eligible dependents can use Health Pro Connection via Alight, which offers access to a dedicated Health Pro. Health Pros can help schedule medical appointments and answer questions about benefits, billing, and prescriptions. You can message your Health Pro through Your Benefits or contact your Alight Health Pro Leslie Ibarra directly at 1.877.687.7272.

Manage Stress in April with Calm Health
April is Stress Awareness Month, and Calm is offering a range of resources to help you manage stress, including the managing stress engagement strategy and workbook, and a library of content covering tools for anxiety, burnout recovery, parenting stress, and relaxation—all aimed at boosting productivity, morale, and overall well-being. Sign up using your Rockwell email at calm.com.

Fidelity One-on-One Consultation Sessions
Register >
Meet with an experienced Fidelity representative to create a personalized retirement and investment plan tailored to your financial goals. You’re welcome to attend the session with your spouse, planning partner, or family members!

Fidelity: Strategies That Can Help You Manage Your Money Webinar
April 21 at 11 a.m. and 1 p.m. CT
Register >
In this workshop, you’ll explore different strategies to manage your finances—starting with how to create a sound budget. Fidelity will also walk you through how to build (or rebuild) your emergency savings fund and create a plan to prioritize and manage your debt. You’ll leave with the tools and tips you need to help you put your plan into action.

Understanding Colon Cancer Webinar
April 16 at 12 p.m. CT
Register >
Join this free webinar with 2nd.MD specialist and surgical oncologist, Dr. Jeffrey Farma, to learn more about colon cancer awareness—including early warning signs, screening options, and simple prevention tips.

Small Changes, Big Impact for Earth Day

Earth Day is coming up on April 22! Celebrate more sustainably with these Rockwell benefits and tips for leading a more eco-friendly life.

1. Give Back to Your Community

Make an impact in your local community by volunteering or donating to an organization near you. In honor of Earth Day, choose a cause that puts conservation first through green activities like trash cleanup, recycling projects, community gardens, and wildlife rehabilitation.

Through ROK in Action, Rockwell gives you 24 hours of paid volunteer time off each year to serve the causes you care about. Rockwell will also match up to $5,000 in donations to your chosen nonprofit through the Dollars for Doers and Matching Gift programs.

2. Get Healthy While Going Green

Make smarter, more sustainable choices for your body and your environment. With your UnitedHealthcare (UHC) medical plan, you can access discounted gym memberships and free grocery delivery through One Pass Select.

Fuel your body with outdoor fitness classes (depending on location) and healthy, whole foods delivered right to your door. You can also access more than 23,000 on-demand and live-streaming fitness classes right from your home—giving you an easier and more eco-friendly way to get fit.

3. Make Small Changes to Live More Sustainably

Helping the environment starts at home. Here are a few easy swaps and eco-friendly habits you can start today:

  • Choose alternate modes of transportation like walking, biking, carpooling, or public transport to reduce emissions.
  • Switch to LED lightbulbs and turn off lights when you’re not using them to limit energy consumption.
  • Opt for reusable items like water bottles, coffee cups, drinking straws, and shopping bags to cut down on waste.
  • Shop locally, when possible, to boost the local economy and shrink your carbon footprint.
  • Go paperless with digital versions of your documents—like bills, pay stubs, and benefit statements

Together, we can take small steps to make a big impact for the planet.

March 2026

Access Your Rockwell Automation Tax Documents
Follow these steps to request or download your tax documents.

  • W-2 form
    • Available electronically in Workday for all active employees starting February 2, 2026
    • Navigate to Workday > Pay & Compensation Hub > Year End Tax Forms (under Suggested Links).
    • This will link you to “Yearli,” our online year-end tax portal, where you can download your W-2 as a PDF document.
    • If you didn’t choose electronic delivery, your W-2 was mailed by January 31, 2026. Allow 7–10 business days for arrival. To request a mailed copy, contact the Rockwell Alight Service Center at 1.877.687.7272 (Monday–Friday, 8 a.m.–4 p.m. CT).
  • Health care coverage (1095-C) form
    • Available upon request instead of automatic mailing. Request yours through Your Benefits at alight.com/rockwellautomation (Tax Center tab) or contact the Rockwell Alight Service Center at 1.877.687.7272 (Monday–Friday, 8 a.m.–4 p.m. CT).
    • If you chose electronic delivery, you may receive an email notification when your 1095-C is available. All electronic availability notices for the 1095-C come from no-reply@paperlessEmployee.com and are sent by Your Benefits Resources.

Fidelity One-on-One Consultation Sessions

  • Meet with an experienced Fidelity representative to create a personalized retirement and investment plan tailored to your financial goals. You’re welcome to attend the session with your spouse, planning partner, or family members!
  • Register >

Understanding Roth Contributions in Your Workplace Savings Plan

  • March 24 at 11 a.m. and 1 p.m. CT Register >
    Get a better understanding of Roth contributions in your workplace savings plan. In this webinar, you’ll learn how Roth contributions differ from traditional pretax savings, how the Roth option in your plan compares to a Roth IRA, and who can benefit the most from choosing Roth.

Get Ahead with OnTrack Health Talk Series—International Women’s Day Edition

  • March 5 at 12 p.m. CT Register >
    In the spirit of International Women’s Day, this session is open to all employees. Most of us work with, lead, or care about someone who has experienced or will experience menopause—and understanding it helps us build more supportive, high‑performing environments.
    Join this session to better understand how menopause affects well-being and performance and how to offer practical support. No prior knowledge required. This session will be delivered in English.

Optum Rx Webinar

  • March 9 at 12–1 p.m. CT Register >
    Join an Optum Rx webinar to learn how your 2026 pharmacy benefits work, including network options, mail delivery, and digital tools. Live Q&A included. A recording will be available after the session.

Judi Care Benefit Update

  • The Judi Care (formerly Amino) Smart Match benefit will end effective April 1, 2026. Judi Care was used to help employees search for in network providers, compare cost and quality, and assist with booking medical appointments.  Employees still have options available to support finding care and navigating health benefits.
    • Employees enrolled in UHC medical plans can continue to find care using UnitedHealthcare’s provider tools, including identifying Tier 1 primary care providers and specialists who are recognized for high value care by logging in to myuhc.com.
    • In addition, all employees and eligible dependents can use Health Pro Connection via Alight, which offers access to a dedicated Health Pro who can help schedule medical appointments, and offer support for benefits questions, billing, and prescriptions. You can message your Health Pro through Your Benefits or contact Leslie Ibarra, your Alight Health Pro, directly at 1.877.687.7272 for assistance.

In Appreciation of Everything You Do

March is Employee Appreciation Month, and at Rockwell Automation, we want to recognize what makes this company great—you. This month, we’re highlighting some of the benefits that can support your health, your family, and your future. Because appreciation isn’t just something we say— it’s something we build into your experience every day.

1. Earn Rewards for Getting Healthy
With Rockwell’s OnTrack well-being program, taking care of yourself can pay off! You can earn up to $500 off your medical contributions by completing a health screening, filling out a health survey, and logging everyday activities to unlock your reward. It’s Rockwell’s way of saying: your health matters to us.

2. Access Free Mental Health Support Anytime
We know life doesn’t stop when work starts. That’s why Rockwell provides an Employee Assistance Program (EAP). You and your household members get eight free counseling sessions and confidential support for stress, family concerns, financial guidance, and more.
You and up to five dependents also have access to the Calm app—use a free Premium membership to tap into meditations, sleep stories, and mindfulness tools anytime.

3. Help When Your Family Needs It Most
With Bright Horizons Back-Up Care, you get two weeks of backup care each year for children, elders, and pets—so something unexpected doesn’t have to be an emergency.
Maven can support you when you need fertility, pregnancy, postpartum, and menopause support—you and your adult dependents enrolled in a medical plan are eligible to use the benefit at no cost.

4. Build a Stronger Financial Future
Your financial future matters to us. That’s why Rockwell matches $0.50 for every $1.00 you contribute to your 401(k)—up to 7% of your pay. On top of that, Rockwell automatically contributes an annual Non-Elective Contribution (NEC) of 3–7% of your eligible pay based on your age and years of service. That’s real money added to your retirement savings every year—no extra effort required.

  • Manage your account at 401k.com or call Fidelity: 1.877.765.4015

5. Give Back to the Causes You Care About
Appreciation means supporting what matters to you. Through ROK in Action, Rockwell gives you 24 hours of paid volunteer time off per year to serve the causes you love. Rockwell will also match up to $5,000 in donations to your chosen nonprofit through the Dollars for Doers and Matching Gift programs.

Thank you for everything you do. Explore raquickfind.com or log in to Your Benefits at digital.alight.com/rockwellautomation to explore all your benefits. If you have questions, contact the Rockwell Alight Service Center (RASC) at 1.877.687.7272.

February 2026

Access Your Rockwell Automation Tax Documents
Follow these steps to request or download your tax documents.

  • W-2 form
    • Available electronically in Workday for all active employees starting February 2, 2026
    • Navigate to Workday > Pay & Compensation Hub > Year End Tax Forms (under Suggested Links).
    • This will link you to “Yearli,” our online year-end tax portal, where you can download your W-2 as a PDF document.
    • If you didn’t elect electronic delivery, your W-2 was mailed by January 31, 2026. Allow 7–10 business days for arrival. To request a mailed copy, contact the Rockwell Alight Service Center at 1.877.687.7272 (Monday–Friday, 8 a.m.–4 p.m. CT).
  • Health care coverage (1095-C) form
    • Available upon request instead of automatic mailing. Request yours through Your Benefits at digital.alight.com/rockwellautomation (Tax Center tab) or contact the Rockwell Alight Service Center at 1.877.687.7272 (Monday–Friday, 8 a.m.–4 p.m. CT).
    • If you elected electronic delivery, you may receive an email notification when your 1095-C is available. All electronic availability notices for the 1095-C come from no-reply@paperlessEmployee.com and are sent by Your Benefits Resources.

Fidelity One-on-One Consultation Sessions

  • Meet with an experienced Fidelity representative to create a personalized retirement and investment plan tailored to your financial goals. You’re welcome to attend the session with your spouse, planning partner, or family members! Register >

Understanding Roth Contributions in Your Workplace Savings Plan

  • February 24 at 11 a.m. and 1 p.m. CT
    March 24 at 11 a.m. and 1 p.m. CT
    Register >
  • Get a better understanding of Roth contributions in your workplace savings plan. In this webinar, you’ll learn how Roth contributions differ from traditional pre-tax savings, how the Roth option in your plan compares to a Roth IRA, and who can benefit the most from choosing Roth. If you’ve ever wondered whether Roth contributions could help you keep more of your money in the long run, this session will give you the clarity you need to make smart decisions about your financial future.

Get Ahead with OnTrack Health Talk Series—International Women’s Day Edition

  • March 5 at 12 p.m. CT
    Register >
  • In the spirit of International Women’s Day, this session is open to all employees. Most of us work with, lead, or care about someone who has experienced or will experience menopause—and understanding it helps us build more supportive, high-performing environments. Join this session to better understand how menopause affects well-being and performance and how to offer practical support. No prior knowledge required. This session will be delivered in English.

OnTrack Double Points for Coaching Continues All of February

  • Kick off the year strong by earning double points through OnTrack when you connect with a health coach—available all February long! Meet with your own certified health coach over video or chat to work toward your goals. Whether you’re just starting your well-being journey and need guidance, or you want someone to help keep you accountable, coaches are here to support you every step of the way.
    Located at MKE or MEQ? Check out our QuadMed coaches for more localized support—you’ll still earn your OnTrack points!

Navigate Tax Season with Confidence

With tax season upon us, now is the perfect time to get organized and make smart financial moves. From essential tax preparation tips to a valuable retirement savings opportunity that can benefit your tax situation, Rockwell helps you prepare and maximize your benefits. Here are four tips for preparing for tax season.

1. Boost Your Retirement Savings and Reduce Your Taxable Income
As you think about your financial goals this tax season, consider enrolling in Rockwell’s Annual Increase Program (AIP).

The AIP puts increasing how much you save for retirement on autopilot. Simply choose how much you want to increase your retirement savings each year (1% or more) and select a date—many employees align their increase with their annual raise to boost savings without impacting take-home pay. The AIP helps you to build wealth faster, can reduce your taxable income, and maintain control of your finances—you can adjust or stop at any time.

Example:

  • If you’re currently contributing 4% and enroll in the AIP with a 2% annual increase in March, your retirement contributions will grow to 6% next March, 8% the following year, and so on. Small increases add up to significant retirement savings over time.

2. Gather Your Documents
To prepare for tax season, be sure to gather these documents. For instructions on how to access your Rockwell W-2 and 1095-C forms, read about it in the News Bites section.

  • W-2 form
  • Health care coverage (1095-C) form
  • 1099 forms for any additional income (interest, dividends, freelance work)
  • Retirement account contribution statements (401k, IRA)
  • Mortgage interest statements (Form 1098)
  • Receipts for charitable donations

3. Know Your Tax Deadlines
Be mindful of important upcoming dates.

  • April 15, 2026, is the federal tax return filing deadline (unless extended) and last day to contribute to a traditional or Roth IRA for the previous tax year.
  • October 15, 2026, is the extended filing deadline if you file for an extension.

4. Get Additional Resources
Visit the IRS website at irs.gov to download forms, check your refund status, and access helpful tax tools. If you earn $73,000 or less, you may qualify for IRS Free File, which provides free tax preparation software. If you have questions about your retirement account or other benefits, please contact Fidelity at 401k.com or call 1.877.765.4015.

Taking time now to prepare for tax season and review your financial strategy can make a real impact. Rockwell is here to support you in making the most of your benefits so you can build a secure financial future.

January 2026

Reminder: Optum Rx Is Now Your Prescription Vendor—Set Up Your Account Today

Our prescription benefits have transitioned from CVS Caremark to Optum Rx. To ensure uninterrupted access to your prescription benefits, all employees, regardless of plan enrollment, should create an Optum Rx account as soon as possible.

  • Why Set Up Your Account?
    • View prescription details.
    • Manage medications.
    • Access convenient mail order pharmacy services.
  • Action Required
    • Please set up your Optum Rx account today to avoid any delays in accessing your prescriptions.
  • Helpful Tips for a Smooth Transition
    • Download the OptumRx app for easy access on the go.
    • Update your preferred pharmacy in your OptumRx account to prevent delays.
    • Review your medication list to confirm all prescriptions transferred correctly.
    • Enable mail order delivery for convenience and potential cost savings.
    • Save Optum Rx’s customer service number for quick assistance. 
  • New ID Cards
    UnitedHealthcare:

    • If you selected the paperless ID card preference with UHC last year, you wouldn’t have received a physical card in the mail for 2026. You may view your virtual ID card online with UHC. Your UHC card includes both medical and prescription information.
    • If you didn’t choose paperless, you should have received new physical ID cards in December.
    • Digital ID cards are available at are available at myuhc.com, which also lists Optum Rx BIN numbers.
  • High-Performance Plan:
    • You’ll have two separate cards—a medical card from Centivo and a prescription card from Optum Rx.
  • Your Resources
    • OptumRx customer service: 1.855.295.1223 (Available 24/7; Monday–Friday, 8 a.m.–8 p.m. CT)
    • OptumRx website: optumrx.com
    • UnitedHealthcare website: myuhc.com

As with most transitions, you may note changes with your prescriptions under OptumRx. Changes include, but are not limited to, pharmacy network, formulary, cost, and quantity limits. See the above resources for questions regarding any changes you or your dependents may experience.

Fidelity Education Series for 2026
Fidelity is offering a variety of financial education workshops and personalized consultation sessions throughout 2026 to help you work toward your financial goals, whether you’re planning for retirement, managing investments, boosting your savings, and more. Review the full schedule of offerings and watch for upcoming details on how to register for webinars and one-on-one consultation sessions.

Strengthen Your Future with a 401(k) Contribution Boost
As you plan for the future, consider reviewing your retirement savings strategy. Even a small increase to your 401(k) contribution—such as 1%—can significantly strengthen your long-term financial security and help you reach your retirement goals. Increasing contributions gradually makes the adjustment easier to manage while steadily building your savings over time. If you want to see how a 1% increase (or more) would affect your take‑home pay, you can model the change using the Model My Pay tool in Workday.

A quick reminder: To receive the full company match, you need to contribute 7% to your retirement savings plan. Contributing less than 7% will leave free money on the table.

To update your contribution rate, log in to NetBenefits at 401k.com or call 1.877.765.4015.

Your New Year Goals, Backed by Real Benefits

New Year’s resolutions are easier to keep when you have the right support. Whether your goals are focused on taking care of your health, finances, stress, or family, your Rockwell benefits include tools and resources designed to help you follow through—all year long. Let’s take a look at some New Year’s resolutions and which Rockwell benefits can help you achieve your goals.

1. Get Healthier (Without Burning Out)
Your Rockwell medical plans come with built-in support to take care of your physical health:

  • Virtual care and same-day visits make it easier to get help without disrupting your schedule.
  • OnTrack, Rockwell’s well-being program, helps you get a picture of your health, focus on prevention and daily habits, and earn rewards for taking action. To get started, visit enroll.personifyhealth.com.
  • Real Appeal (UHC plan members), an online weight loss program, offers coaching and simple, sustainable habits to help you lose weight and keep it off. Enroll at ra.realappeal.com.
  • One Pass Select (UHC plan members) gives you access to gyms, fitness apps, and wellness tools. View your subscription options at onepassselect.com.

Small steps add up, and your benefits help remove common barriers like time, cost, and access.

2. Reduce Stress and Improve Your Mental Well-Being
Your emotional well-being matters just as much as your physical health, and support is available now to help.

  • ComPsych Employee Assistance Program (EAP) provides free confidential counseling, stress management support, and life resources for your everyday. Visit guidanceresources.com (code: automation) to talk with a counselor.
  • Calm, the mindfulness and meditation app, is free and can help with sleep, focus, and relaxation. Register for a premium membership and get access to relaxing sounds, masterclasses, meditation sessions, and more.
  • Get access to mental health professionals and virtual therapy options with Rockwell medical plans.

Whether you’re managing daily stress or navigating a bigger challenge, you don’t have to do it alone.

3. Get Smarter About Money
Financial goals can be tough to achieve but the right tools can help:

  • Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) help you pay for eligible expenses with pre-tax dollars.
  • The 401(k) Retirement Savings Plan helps you build long-term security with a company match and annual contributions.
  • Financial education and planning resources through Fidelity can help you make confident decisions at any stage you’re in.

Even small changes, like increasing your 401(k) contribution by 1% or using tax-advantaged accounts, can make a significant difference in your financial future.

4. Be More Present for Family (and Yourself)
Start the new year strong by using your benefits to better care for the people who matter most.

  • Bright Horizons offers family support and backup care resources when plans change. Visit clients.brighthorizons.com/rockwell to learn more.
  • Maven (Rockwell medical plan members) offers expert guidance for fertility, parenting, and menopause, plus personalized coaching and education. Visit mavenclinic.com to be connected to a Care Advocate.
  • Paid time off and leave programs help you step away when you need to recharge or support loved ones.

Make this the year your benefits work for you.
Explore your benefits anytime at raquickfind.com and take advantage of the support already included in your benefits.