Print Archive: May, 2026

May 2026

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 >

Fidelity: Set Goals and Save for What You Want Webinar

  • May 19 at 11 a.m. and 1 p.m. CT
    Learn about financial planning for your future, how to prioritize and manage saving for multiple goals, and review some tips and potential next steps you can take to start budgeting and saving.
    Register >

Infertility and Planning for a Family Webinar

  • May 21 at 12 p.m. CT
    Join our upcoming webinar with reproductive endocrinologist and fertility specialist, Dr. Patricia Jimenez, as she explores common causes, diagnostic testing and the latest treatment options for infertility—helping you better understand your options and make confident, informed decisions about your next steps.
    Register >

Take Charge of Your Mental Well-being This May

More than one in five U.S. adults experience mental illness each year.1 That’s why this Mental Health Awareness Month, we’re taking the opportunity to provide extra education and resources for your emotional well-being. Whether you’re struggling yourself or want to be a better support system for those around you, Rockwell is here to help.

1. Confide in Someone

When life feels overwhelming, it’s important to talk to someone—including a mental health professional, mentor, friend, or even a stranger. Sharing the burden can help you find the clarity, validation, and support you need to feel better.

No matter what you’re dealing with—life changes, relationship challenges, financial concerns, or something else—the ComPsych Employee Assistance Program (EAP) can help. The EAP provides free, confidential support to you and your household members whenever you need it.

If you’re enrolled in the High-Performance medical plan option through Centivo, you can also get help finding an in-network therapist with Rula. This online mental health clinic connects you with covered providers that fit your unique needs and your budget.

2. Stress Less and Sleep More

Everyone gets “busy brain” from time to time—those racing thoughts that can make it difficult to focus, unwind, and fall asleep. Find peace in your day-to-day life with the Calm mobile app. You can reduce your stress, improve sleep, and increase relaxation through free content like:

  • Workshops
  • Guided meditations
  • Music
  • Sleep Stories
  • Masterclasses
  • Quick movement sessions

The Calm Premium membership is free for you and up to five of your dependents. Get started by visiting calm.com/b2b/rockwell-automation/subscribe.

3. Build Better Work-Life Balance

Being your best self starts outside of the office. When you have a healthy work-life balance, you’re able to feel more focused, productive, and energized both at work and at home. That’s why Rockwell offers a variety of time off and leave of absence options—including paid vacation days, paid parental leave, caregiver leave, and volunteer time off—to help you make time for what matters most.

Eligible employees can also receive up to 14 holidays per calendar year.

To learn more about your time off options, see page 36 in the 2026 Benefits Guide.

4. Make Time for Movement

Staying active in your daily life can be a fast, free, and easy way to improve not only your physical health but also your mental
well-being. Exercise—including running, biking, weightlifting, fitness classes, or even short walks—releases feel-good endorphins that can help you reduce stress and improve your mood. Not to mention, physical activity can get you out of your usual environment and provide a healthy distraction from negative thoughts.

If you’re enrolled in a Rockwell medical plan option, you can also earn money while you move! Through OnTrack, you can earn a $500 well-being credit towards your medical plan contributions by completing healthy activities throughout the year.

To learn more about OnTrack and log your activities, visit login.personifyhealth.com.

5. Notice Burnout Before It Happens

Burnout, or severe mental and physical exhaustion brought on by prolonged stress, is one of the most common mental health concerns in the workplace. The best way to protect your emotional well-being—and the well-being of those around you—is to recognize the signs before it becomes unmanageable.

Here are a few things to look out for:

  • Chronic fatigue or exhaustion
  • Changes in mood—like feeling more irritable, anxious, or overwhelmed than usual
  • Frequent physical symptoms like headaches, loss of appetite, or muscle tension
  • Difficulty focusing and reduced performance
  • Alienation and lack of enthusiasm for usual daily activities

Remember that help is available whenever you need it. If you or someone you know is struggling with mental health, refer back to these resources for support. If you or someone you know is at risk of harming themselves, call or text the Suicide Prevention Lifeline by dialing 988 for 24/7 free, confidential support.

1 According to the National Alliance on Mental Illness (NAMI)

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.