Retirement Process Timeline Print Version
Array ( )
Array ( [tl-1] => Array ( [timespan] => -1 year [label] => About 1 year before retirement [short_label] => 1 year before [time_slug] => 1-year-before [original_date] => Array ( [time] => -31536000 [formats] => Array ( [format1] => Wednesday January 1, 1969 [format2] => 1969-01-01 [format3] => 01/01/1969 [format4] => January 1, 1969 [format5] => Jan 1, 1969 [format6] => 1/1/69 [format7] => Jan 1 [format8] => 1969 [format9] => January 1 ) ) [modified_date] => Array ( [time] => -31536000 [formats] => Array ( [format1] => Wednesday January 1, 1969 [format2] => 1969-01-01 [format3] => 01/01/1969 [format4] => January 1, 1969 [format5] => Jan 1, 1969 [format6] => 1/1/69 [format7] => Jan 1 [format8] => 1969 [format9] => January 1 ) ) [forward_date] => Array ( [time] => -31536000 [formats] => Array ( [format1] => Wednesday January 1, 1969 [format2] => 1969-01-01 [format3] => 01/01/1969 [format4] => January 1, 1969 [format5] => Jan 1, 1969 [format6] => 1/1/69 [format7] => Jan 1 [format8] => 1969 [format9] => January 1 ) ) ) [tl-2] => Array ( [timespan] => -90 days [label] => About 61 – 90 days before retirement [short_label] => 61-90 days before [time_slug] => 90-days-before [original_date] => Array ( [time] => -7776000 [formats] => Array ( [format1] => Friday October 3, 1969 [format2] => 1969-10-03 [format3] => 10/03/1969 [format4] => October 3, 1969 [format5] => Oct 3, 1969 [format6] => 10/3/69 [format7] => Oct 3 [format8] => 1969 [format9] => October 3 ) ) [modified_date] => Array ( [time] => -7776000 [formats] => Array ( [format1] => Friday October 3, 1969 [format2] => 1969-10-03 [format3] => 10/03/1969 [format4] => October 3, 1969 [format5] => Oct 3, 1969 [format6] => 10/3/69 [format7] => Oct 3 [format8] => 1969 [format9] => October 3 ) ) [forward_date] => Array ( [time] => -7776000 [formats] => Array ( [format1] => Friday October 3, 1969 [format2] => 1969-10-03 [format3] => 10/03/1969 [format4] => October 3, 1969 [format5] => Oct 3, 1969 [format6] => 10/3/69 [format7] => Oct 3 [format8] => 1969 [format9] => October 3 ) ) ) [tl-3] => Array ( [timespan] => -61 days [label] => About 61 – 90 days before retirement [short_label] => 61-90 days before [time_slug] => 90-days-before [original_date] => Array ( [time] => -5270400 [formats] => Array ( [format1] => Saturday November 1, 1969 [format2] => 1969-11-01 [format3] => 11/01/1969 [format4] => November 1, 1969 [format5] => Nov 1, 1969 [format6] => 11/1/69 [format7] => Nov 1 [format8] => 1969 [format9] => November 1 ) ) [modified_date] => Array ( [time] => -5356800 [formats] => Array ( [format1] => Friday October 31, 1969 [format2] => 1969-10-31 [format3] => 10/31/1969 [format4] => October 31, 1969 [format5] => Oct 31, 1969 [format6] => 10/31/69 [format7] => Oct 31 [format8] => 1969 [format9] => October 31 ) ) [forward_date] => Array ( [time] => -5097600 [formats] => Array ( [format1] => Monday November 3, 1969 [format2] => 1969-11-03 [format3] => 11/03/1969 [format4] => November 3, 1969 [format5] => Nov 3, 1969 [format6] => 11/3/69 [format7] => Nov 3 [format8] => 1969 [format9] => November 3 ) ) ) [tl-4] => Array ( [timespan] => -60 days [label] => About 31 – 60 days before retirement [short_label] => 31-60 days before [time_slug] => 60-days-before [original_date] => Array ( [time] => -5184000 [formats] => Array ( [format1] => Sunday November 2, 1969 [format2] => 1969-11-02 [format3] => 11/02/1969 [format4] => November 2, 1969 [format5] => Nov 2, 1969 [format6] => 11/2/69 [format7] => Nov 2 [format8] => 1969 [format9] => November 2 ) ) [modified_date] => Array ( [time] => -5356800 [formats] => Array ( [format1] => Friday October 31, 1969 [format2] => 1969-10-31 [format3] => 10/31/1969 [format4] => October 31, 1969 [format5] => Oct 31, 1969 [format6] => 10/31/69 [format7] => Oct 31 [format8] => 1969 [format9] => October 31 ) ) [forward_date] => Array ( [time] => -5097600 [formats] => Array ( [format1] => Monday November 3, 1969 [format2] => 1969-11-03 [format3] => 11/03/1969 [format4] => November 3, 1969 [format5] => Nov 3, 1969 [format6] => 11/3/69 [format7] => Nov 3 [format8] => 1969 [format9] => November 3 ) ) ) [tl-5] => Array ( [timespan] => -31 days [label] => About 31 – 60 days before retirement [short_label] => 31-60 days before [time_slug] => 60-days-before [original_date] => Array ( [time] => -2678400 [formats] => Array ( [format1] => Monday December 1, 1969 [format2] => 1969-12-01 [format3] => 12/01/1969 [format4] => December 1, 1969 [format5] => Dec 1, 1969 [format6] => 12/1/69 [format7] => Dec 1 [format8] => 1969 [format9] => December 1 ) ) [modified_date] => Array ( [time] => -2678400 [formats] => Array ( [format1] => Monday December 1, 1969 [format2] => 1969-12-01 [format3] => 12/01/1969 [format4] => December 1, 1969 [format5] => Dec 1, 1969 [format6] => 12/1/69 [format7] => Dec 1 [format8] => 1969 [format9] => December 1 ) ) [forward_date] => Array ( [time] => -2678400 [formats] => Array ( [format1] => Monday December 1, 1969 [format2] => 1969-12-01 [format3] => 12/01/1969 [format4] => December 1, 1969 [format5] => Dec 1, 1969 [format6] => 12/1/69 [format7] => Dec 1 [format8] => 1969 [format9] => December 1 ) ) ) [tl-6] => Array ( [timespan] => -30 days [label] => About 30 days before retirement [short_label] => 30 days before [time_slug] => 30-days-before [original_date] => Array ( [time] => -2592000 [formats] => Array ( [format1] => Tuesday December 2, 1969 [format2] => 1969-12-02 [format3] => 12/02/1969 [format4] => December 2, 1969 [format5] => Dec 2, 1969 [format6] => 12/2/69 [format7] => Dec 2 [format8] => 1969 [format9] => December 2 ) ) [modified_date] => Array ( [time] => -2592000 [formats] => Array ( [format1] => Tuesday December 2, 1969 [format2] => 1969-12-02 [format3] => 12/02/1969 [format4] => December 2, 1969 [format5] => Dec 2, 1969 [format6] => 12/2/69 [format7] => Dec 2 [format8] => 1969 [format9] => December 2 ) ) [forward_date] => Array ( [time] => -2592000 [formats] => Array ( [format1] => Tuesday December 2, 1969 [format2] => 1969-12-02 [format3] => 12/02/1969 [format4] => December 2, 1969 [format5] => Dec 2, 1969 [format6] => 12/2/69 [format7] => Dec 2 [format8] => 1969 [format9] => December 2 ) ) ) [tl-7] => Array ( [timespan] => 0 days [label] => By the last day worked [short_label] => Last day worked [time_slug] => last-day-worked [original_date] => Array ( [time] => 0 [formats] => Array ( [format1] => Thursday January 1, 1970 [format2] => 1970-01-01 [format3] => 01/01/1970 [format4] => January 1, 1970 [format5] => Jan 1, 1970 [format6] => 1/1/70 [format7] => Jan 1 [format8] => 1970 [format9] => January 1 ) ) [modified_date] => Array ( [time] => 0 [formats] => Array ( [format1] => Thursday January 1, 1970 [format2] => 1970-01-01 [format3] => 01/01/1970 [format4] => January 1, 1970 [format5] => Jan 1, 1970 [format6] => 1/1/70 [format7] => Jan 1 [format8] => 1970 [format9] => January 1 ) ) [forward_date] => Array ( [time] => 0 [formats] => Array ( [format1] => Thursday January 1, 1970 [format2] => 1970-01-01 [format3] => 01/01/1970 [format4] => January 1, 1970 [format5] => Jan 1, 1970 [format6] => 1/1/70 [format7] => Jan 1 [format8] => 1970 [format9] => January 1 ) ) ) [tl-8] => Array ( [timespan] => +1 day [label] => After your last day worked [short_label] => After retirement [time_slug] => after-retirement [original_date] => Array ( [time] => 86400 [formats] => Array ( [format1] => Friday January 2, 1970 [format2] => 1970-01-02 [format3] => 01/02/1970 [format4] => January 2, 1970 [format5] => Jan 2, 1970 [format6] => 1/2/70 [format7] => Jan 2 [format8] => 1970 [format9] => January 2 ) ) [modified_date] => Array ( [time] => 86400 [formats] => Array ( [format1] => Friday January 2, 1970 [format2] => 1970-01-02 [format3] => 01/02/1970 [format4] => January 2, 1970 [format5] => Jan 2, 1970 [format6] => 1/2/70 [format7] => Jan 2 [format8] => 1970 [format9] => January 2 ) ) [forward_date] => Array ( [time] => 86400 [formats] => Array ( [format1] => Friday January 2, 1970 [format2] => 1970-01-02 [format3] => 01/02/1970 [format4] => January 2, 1970 [format5] => Jan 2, 1970 [format6] => 1/2/70 [format7] => Jan 2 [format8] => 1970 [format9] => January 2 ) ) ) [tenth] => Array ( [timespan] => [label] => The 10th of the retirement month [short_label] => 10th of retirement month [time_slug] => pension-deadline [alt_title] => Pension Deadline [original_date] => Array ( [time] => 777600 [formats] => Array ( [format1] => Saturday January 10, 1970 [format2] => 1970-01-10 [format3] => 01/10/1970 [format4] => January 10, 1970 [format5] => Jan 10, 1970 [format6] => 1/10/70 [format7] => Jan 10 [format8] => 1970 [format9] => January 10 ) ) [modified_date] => Array ( [time] => 691200 [formats] => Array ( [format1] => Friday January 9, 1970 [format2] => 1970-01-09 [format3] => 01/09/1970 [format4] => January 9, 1970 [format5] => Jan 9, 1970 [format6] => 1/9/70 [format7] => Jan 9 [format8] => 1970 [format9] => January 9 ) ) ) )
stdClass Object ( [posts] => Array ( [0] => WP_Post Object ( [ID] => 2389 [post_author] => 5 [post_date] => 2015-07-15 20:08:32 [post_date_gmt] => 2015-07-15 20:08:32 [post_content] =>Take advantage of an opportunity provided by Fidelity Investments — the Social Security analysis. Partner with a Fidelity Guidance Representative by calling 1.866.546.4416 and get a Social Security Analysis and Strategy report. This report will help you understand how your choices can affect lifetime Social Security benefits. There are a variety of strategies to choose from and your decision could result in thousands more from Social Security over time.
[post_title] => How Does Social Security Fit into Your Overall Plan [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => how-does-social-security-fit-into-your-overall-plan [to_ping] => [pinged] => [post_modified] => 2015-08-14 14:57:44 [post_modified_gmt] => 2015-08-14 14:57:44 [post_content_filtered] => [post_parent] => 0 [guid] => http://www.raquickfind.com/?post_type=milestone&p=2389 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 1 Year Before [timeline_tag_slug] => 1-year-before [timeline_tag_id] => 474 [sort_order] => 15 [group] => [group_order] => 0 [layout] => info [group_layout] => ) [1] => WP_Post Object ( [ID] => 1306 [post_author] => 5 [post_date] => 2013-06-04 16:09:12 [post_date_gmt] => 2013-06-04 16:09:12 [post_content] => You and your employers (including Rockwell Automation) have been contributing to your Social Security benefit throughout your working years. You must apply to receive Social Security benefits. Full benefits are payable at your normal (or full) Social Security retirement age, but you can request to start your benefit before or after your normal Social Security retirement age. The earliest you can start your benefit is age 62. If you’re not sure where to start, search “Social Security” on the Quick Find, or call the Social Security Administration. [pc_contact id="1258" title="Contact the Social Security Administration"] [post_title] => Decide when to apply for Social Security benefits, if eligible [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => decide-when-to-apply-for-social-security-benefits-if-eligible [to_ping] => [pinged] => [post_modified] => 2013-08-06 23:41:08 [post_modified_gmt] => 2013-08-06 23:41:08 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1306 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 1 Year Before [timeline_tag_slug] => 1-year-before [timeline_tag_id] => 474 [sort_order] => 10 [group] => [group_order] => 0 [layout] => action [group_layout] => ) [2] => WP_Post Object ( [ID] => 1257 [post_author] => 5 [post_date] => 2013-05-06 16:22:52 [post_date_gmt] => 2013-05-06 16:22:52 [post_content] => “Normal retirement age” is the age at which you’re eligible for specific retirement benefits. The normal (or full) retirement age for Social Security is age 65, 66 or 67, depending on the year you were born. (Go to the Social Security Administration website and enter “normal retirement age” in the search box to find a chart showing the normal retirement age at different years.) [pc_contact id="1258" title="Contact the Social Security Administration"] [post_title] => Social Security normal retirement age [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => social-security-eligible-retirement-age [to_ping] => [pinged] => [post_modified] => 2013-08-01 16:22:00 [post_modified_gmt] => 2013-08-01 16:22:00 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1257 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 1 Year Before [timeline_tag_slug] => 1-year-before [timeline_tag_id] => 474 [sort_order] => 20 [group] => [group_order] => 0 [layout] => info [group_layout] => ) ) [sort_order] => Array ( [10] => Array ( [slug] => decide-when-to-apply-for-social-security-benefits-if-eligible [group] => ) [15] => Array ( [slug] => how-does-social-security-fit-into-your-overall-plan [group] => ) [20] => Array ( [slug] => social-security-eligible-retirement-age [group] => ) ) [groups] => Array ( ) [singles] => Array ( [how-does-social-security-fit-into-your-overall-plan] => Array ( [layout] => info [title] => How Does Social Security Fit into Your Overall Plan [content] =>Take advantage of an opportunity provided by Fidelity Investments — the Social Security analysis. Partner with a Fidelity Guidance Representative by calling 1.866.546.4416 and get a Social Security Analysis and Strategy report. This report will help you understand how your choices can affect lifetime Social Security benefits. There are a variety of strategies to choose from and your decision could result in thousands more from Social Security over time.
[formatted_content] =>Take advantage of an opportunity provided by Fidelity Investments — the Social Security analysis. Partner with a Fidelity Guidance Representative by calling 1.866.546.4416 and get a Social Security Analysis and Strategy report. This report will help you understand how your choices can affect lifetime Social Security benefits. There are a variety of strategies to choose from and your decision could result in thousands more from Social Security over time.
) [decide-when-to-apply-for-social-security-benefits-if-eligible] => Array ( [layout] => action [title] => Decide when to apply for Social Security benefits, if eligible [content] => You and your employers (including Rockwell Automation) have been contributing to your Social Security benefit throughout your working years. You must apply to receive Social Security benefits. Full benefits are payable at your normal (or full) Social Security retirement age, but you can request to start your benefit before or after your normal Social Security retirement age. The earliest you can start your benefit is age 62. If you’re not sure where to start, search “Social Security” on the Quick Find, or call the Social Security Administration. [pc_contact id="1258" title="Contact the Social Security Administration"] [formatted_content] =>You and your employers (including Rockwell Automation) have been contributing to your Social Security benefit throughout your working years.
You must apply to receive Social Security benefits. Full benefits are payable at your normal (or full) Social Security retirement age, but you can request to start your benefit before or after your normal Social Security retirement age. The earliest you can start your benefit is age 62.
If you’re not sure where to start, search “Social Security” on the Quick Find, or call the Social Security Administration.
) [social-security-eligible-retirement-age] => Array ( [layout] => info [title] => Social Security normal retirement age [content] => “Normal retirement age” is the age at which you’re eligible for specific retirement benefits. The normal (or full) retirement age for Social Security is age 65, 66 or 67, depending on the year you were born. (Go to the Social Security Administration website and enter “normal retirement age” in the search box to find a chart showing the normal retirement age at different years.) [pc_contact id="1258" title="Contact the Social Security Administration"] [formatted_content] =>Contact the Social Security Administration
Call 1.800.772.1213. Go online to ssa.gov
“Normal retirement age” is the age at which you’re eligible for specific retirement benefits. The normal (or full) retirement age for Social Security is age 65, 66 or 67, depending on the year you were born. (Go to the Social Security Administration website and enter “normal retirement age” in the search box to find a chart showing the normal retirement age at different years.)
) ) )Contact the Social Security Administration
Call 1.800.772.1213. Go online to ssa.gov
stdClass Object ( [posts] => Array ( [0] => WP_Post Object ( [ID] => 1254 [post_author] => 5 [post_date] => 2013-05-06 16:13:11 [post_date_gmt] => 2013-05-06 16:13:11 [post_content] => You and/or your spouse are eligible for Rockwell Automation pre-65 retiree medical coverage if you meet these three rules when you retire:
- You are at least age 55, and
- You have at least 10 years of service, and
- Your age and service points equal 75 or higher.
- You are at least age 55, and
- You have at least 10 years of service, and
- Your age and service points equal 75 or higher.
You and/or your spouse are eligible for Rockwell Automation pre-65 retiree medical coverage if you meet these three rules when you retire:
- You are at least age 55, and
- You have at least 10 years of service, and
- Your age and service points equal 75 or higher.
If you are eligible for coverage, you can also enroll your eligible dependents.
Call the RASC and say “pension” or “retirement” when prompted to find out if you’re eligible for retiree medical coverage.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
stdClass Object ( [posts] => Array ( [0] => WP_Post Object ( [ID] => 1260 [post_author] => 5 [post_date] => 2013-05-06 16:28:01 [post_date_gmt] => 2013-05-06 16:28:01 [post_content] => Approximately two months before your last day at work, you should tell your manager that you are planning to retire. [post_title] => Inform manager of retirement decision [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => inform-manager-of-retirement-decision [to_ping] => [pinged] => [post_modified] => 2013-07-16 17:19:07 [post_modified_gmt] => 2013-07-16 17:19:07 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1260 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 60 Days Before [timeline_tag_slug] => 60-days-before [timeline_tag_id] => 476 [sort_order] => 10 [group] => [group_order] => 0 [layout] => action [group_layout] => ) ) [sort_order] => Array ( [10] => Array ( [slug] => inform-manager-of-retirement-decision [group] => ) ) [groups] => Array ( ) [singles] => Array ( [inform-manager-of-retirement-decision] => Array ( [layout] => action [title] => Inform manager of retirement decision [content] => Approximately two months before your last day at work, you should tell your manager that you are planning to retire. [formatted_content] =>Approximately two months before your last day at work, you should tell your manager that you are planning to retire.
) ) )
stdClass Object ( [posts] => Array ( [0] => WP_Post Object ( [ID] => 1265 [post_author] => 5 [post_date] => 2013-05-06 16:30:43 [post_date_gmt] => 2013-05-06 16:30:43 [post_content] => Contact your local Human Resources representative to schedule your exit interview and find out what other actions you may need to take before your last day at work. [post_title] => Schedule exit interview [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => schedule-exit-interview [to_ping] => [pinged] => [post_modified] => 2013-07-16 17:18:44 [post_modified_gmt] => 2013-07-16 17:18:44 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1265 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 30 Days Before [timeline_tag_slug] => 30-days-before [timeline_tag_id] => 477 [sort_order] => 50 [group] => [group_order] => 0 [layout] => action [group_layout] => ) [1] => WP_Post Object ( [ID] => 1264 [post_author] => 5 [post_date] => 2013-05-06 16:30:22 [post_date_gmt] => 2013-05-06 16:30:22 [post_content] => If you haven’t already, finalize your Social Security benefit application. For more information about Social Security benefits, go back to the 1 year before retirement time period. [pc_contact id="1258" title="Contact the Social Security Administration"] [post_title] => Finalize Social Security benefit application, if eligible [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => finalize-social-security-benefit-application-if-eligible [to_ping] => [pinged] => [post_modified] => 2013-08-01 23:42:38 [post_modified_gmt] => 2013-08-01 23:42:38 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1264 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 30 Days Before [timeline_tag_slug] => 30-days-before [timeline_tag_id] => 477 [sort_order] => 30 [group] => [group_order] => 0 [layout] => action [group_layout] => ) [2] => WP_Post Object ( [ID] => 1262 [post_author] => 5 [post_date] => 2013-05-06 16:29:22 [post_date_gmt] => 2013-05-06 16:29:22 [post_content] => Before you retire, it’s good to know your Retirement Savings Plan vested account balance and have an idea of the distribution options that will be available after you retire. Find details about your account online at NetBenefits or by calling Fidelity. Don’t forget: If you will have an outstanding loan balance at the time you retire, call Fidelity before your last day worked to discuss repayment options. [pc_contact id="933" title="Contact the Rockwell Automation Service Center at Fidelity"] [post_title] => Review your Retirement Savings Plan account balance [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => review-your-retirement-savings-plan-account-balance [to_ping] => [pinged] => [post_modified] => 2013-07-16 17:18:55 [post_modified_gmt] => 2013-07-16 17:18:55 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1262 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 30 Days Before [timeline_tag_slug] => 30-days-before [timeline_tag_id] => 477 [sort_order] => 20 [group] => [group_order] => 0 [layout] => action [group_layout] => ) [3] => WP_Post Object ( [ID] => 1261 [post_author] => 5 [post_date] => 2013-05-06 16:28:54 [post_date_gmt] => 2013-05-06 16:28:54 [post_content] => If you think you will be eligible for Rockwell Automation retiree medical coverage, call the RASC and say “pension” or "retirement" when prompted to request a Welfare Plan Retiree Enrollment Worksheet within 15 days before your last day worked. [pc_contact id="511" title="Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted" url="false"] [post_title] => Review Welfare Plan Retiree Enrollment Worksheet, if eligible [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => review-welfare-plan-retiree-enrollment-worksheet-if-eligible [to_ping] => [pinged] => [post_modified] => 2022-12-01 19:23:14 [post_modified_gmt] => 2022-12-01 19:23:14 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1261 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => 30 Days Before [timeline_tag_slug] => 30-days-before [timeline_tag_id] => 477 [sort_order] => 10 [group] => [group_order] => 0 [layout] => action [group_layout] => ) ) [sort_order] => Array ( [10] => Array ( [slug] => review-welfare-plan-retiree-enrollment-worksheet-if-eligible [group] => ) [20] => Array ( [slug] => review-your-retirement-savings-plan-account-balance [group] => ) [30] => Array ( [slug] => finalize-social-security-benefit-application-if-eligible [group] => ) [50] => Array ( [slug] => schedule-exit-interview [group] => ) ) [groups] => Array ( ) [singles] => Array ( [schedule-exit-interview] => Array ( [layout] => action [title] => Schedule exit interview [content] => Contact your local Human Resources representative to schedule your exit interview and find out what other actions you may need to take before your last day at work. [formatted_content] =>Contact your local Human Resources representative to schedule your exit interview and find out what other actions you may need to take before your last day at work.
) [finalize-social-security-benefit-application-if-eligible] => Array ( [layout] => action [title] => Finalize Social Security benefit application, if eligible [content] => If you haven’t already, finalize your Social Security benefit application. For more information about Social Security benefits, go back to the 1 year before retirement time period. [pc_contact id="1258" title="Contact the Social Security Administration"] [formatted_content] =>If you haven’t already, finalize your Social Security benefit application.
For more information about Social Security benefits, go back to the 1 year before retirement time period.
) [review-your-retirement-savings-plan-account-balance] => Array ( [layout] => action [title] => Review your Retirement Savings Plan account balance [content] => Before you retire, it’s good to know your Retirement Savings Plan vested account balance and have an idea of the distribution options that will be available after you retire. Find details about your account online at NetBenefits or by calling Fidelity. Don’t forget: If you will have an outstanding loan balance at the time you retire, call Fidelity before your last day worked to discuss repayment options. [pc_contact id="933" title="Contact the Rockwell Automation Service Center at Fidelity"] [formatted_content] =>Contact the Social Security Administration
Call 1.800.772.1213. Go online to ssa.gov
Before you retire, it’s good to know your Retirement Savings Plan vested account balance and have an idea of the distribution options that will be available after you retire. Find details about your account online at NetBenefits or by calling Fidelity.
Don’t forget: If you will have an outstanding loan balance at the time you retire, call Fidelity before your last day worked to discuss repayment options.
) [review-welfare-plan-retiree-enrollment-worksheet-if-eligible] => Array ( [layout] => action [title] => Review Welfare Plan Retiree Enrollment Worksheet, if eligible [content] => If you think you will be eligible for Rockwell Automation retiree medical coverage, call the RASC and say “pension” or "retirement" when prompted to request a Welfare Plan Retiree Enrollment Worksheet within 15 days before your last day worked. [pc_contact id="511" title="Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted" url="false"] [formatted_content] =>Contact the Rockwell Automation Service Center at Fidelity
Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to 401k.com
If you think you will be eligible for Rockwell Automation retiree medical coverage, call the RASC and say “pension” or “retirement” when prompted to request a Welfare Plan Retiree Enrollment Worksheet within 15 days before your last day worked.
) ) )Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
stdClass Object ( [posts] => Array ( [0] => WP_Post Object ( [ID] => 1267 [post_author] => 5 [post_date] => 2013-05-06 16:32:41 [post_date_gmt] => 2013-05-06 16:32:41 [post_content] => The following benefits end on your last day of work:
- Pension Plan (if eligible)
- Retirement Savings Plan (401(k) Plan)
- Short- and Long-Term Disability
- Vacation Days
- Pension Plan (if eligible)
- Retirement Savings Plan (401(k) Plan)
- Short- and Long-Term Disability
- Vacation Days
The following benefits end on your last day of work:
- Pension Plan (if eligible)
- Retirement Savings Plan (401(k) Plan)
- Short- and Long-Term Disability
- Vacation Days
To learn more about what happens to all the benefits you have as an active employee when you retire, download the Termination Benefits Summary.
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stdClass Object ( [posts] => Array ( [0] => WP_Post Object ( [ID] => 1277 [post_author] => 5 [post_date] => 2013-05-06 16:38:33 [post_date_gmt] => 2013-05-06 16:38:33 [post_content] => COBRA enrollment information will automatically be sent to you within 30 days after your retirement date. You can enroll in COBRA coverage immediately after you receive COBRA enrollment information. The deadline to enroll is 60 days after your last day worked. If you are interested in continuing any health plan coverage, you must make COBRA coverage elections by notifying the RASC. For more information on COBRA, download the Termination Benefits Summary. [pc_contact id="511" title="Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted" url="false"] [post_title] => Make COBRA coverage elections [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => make-cobra-coverage-elections [to_ping] => [pinged] => [post_modified] => 2022-12-01 19:25:00 [post_modified_gmt] => 2022-12-01 19:25:00 [post_content_filtered] => [post_parent] => 0 [guid] => http://wp-raqf.pcommsites.com/?post_type=milestone&p=1277 [menu_order] => 0 [post_type] => milestone [post_mime_type] => [comment_count] => 0 [filter] => raw [timeline_tag_name] => After Retirement [timeline_tag_slug] => after-retirement [timeline_tag_id] => 544 [sort_order] => 40 [group] => [group_order] => 0 [layout] => action [group_layout] => ) [1] => WP_Post Object ( [ID] => 1276 [post_author] => 5 [post_date] => 2013-05-06 16:37:04 [post_date_gmt] => 2013-05-06 16:37:04 [post_content] => The following benefits end on the last day of the month in which you retire:
- Medical
- Health Reimbursement Account (HRA)
- Dental
- Flexible Spending Accounts (FSAs)
- Basic Life Insurance
- Supplemental Life Insurance
- Vision
- Voluntary Accidental Death & Dismemberment Insurance
COBRA enrollment information will automatically be sent to you within 30 days after your retirement date. You can enroll in COBRA coverage immediately after you receive COBRA enrollment information. The deadline to enroll is 60 days after your last day worked. If you are interested in continuing any health plan coverage, you must make COBRA coverage elections by notifying the RASC.
For more information on COBRA, download the Termination Benefits Summary.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
- Medical
- Health Reimbursement Account (HRA)
- Dental
- Flexible Spending Accounts (FSAs)
- Basic Life Insurance
- Supplemental Life Insurance
- Vision
- Voluntary Accidental Death & Dismemberment Insurance
The following benefits end on the last day of the month in which you retire:
- Medical
- Health Reimbursement Account (HRA)
- Dental
- Flexible Spending Accounts (FSAs)
- Basic Life Insurance
- Supplemental Life Insurance
- Vision
- Voluntary Accidental Death & Dismemberment Insurance
To learn more about what happens to all the benefits you have as an active employee when you retire, download the Termination Benefits Summary.
) [receive-benefits-continuation-information-from-administrators] => Array ( [layout] => info [title] => Receive benefits continuation information from administrators [content] => You will automatically receive COBRA benefits continuation information for your eligible medical and dental plans and individual coverage details for other benefits that can be continued after you retire (such as Hyatt Legal Plan if you are enrolled in this coverage before you retire). If some administrators do not send you benefit continuation information, you should follow up with them for details about continuing other types of coverage. Refer to the Termination Benefits Summary for information. [formatted_content] =>You will automatically receive COBRA benefits continuation information for your eligible medical and dental plans and individual coverage details for other benefits that can be continued after you retire (such as Hyatt Legal Plan if you are enrolled in this coverage before you retire).
If some administrators do not send you benefit continuation information, you should follow up with them for details about continuing other types of coverage. Refer to the Termination Benefits Summary for information.
) [automatically-receive-retirement-savings-plan-distribution-information-kit-from-fidelity] => Array ( [layout] => info [title] => Automatically receive Retirement Savings Plan distribution information kit from Fidelity [content] => If you do not make a Retirement Savings Plan distribution election shortly after you retire and your account balance is more than $1,000, you will receive a personalized distribution information packet from Fidelity summarizing your distribution choices within the first month following your last day worked. [pc_contact id="933" title="Contact the Rockwell Automation Service Center at Fidelity"] [formatted_content] =>If you do not make a Retirement Savings Plan distribution election shortly after you retire and your account balance is more than $1,000, you will receive a personalized distribution information packet from Fidelity summarizing your distribution choices within the first month following your last day worked.
Contact the Rockwell Automation Service Center at Fidelity
Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to 401k.com
Typically, you receive your final paycheck within two weeks after you retire.
Remember, any unused vacation days you have earned will be paid to you as a lump-sum amount in this paycheck.
) [elect-to-port-or-convert-supplemental-life-and-add-insurance] => Array ( [layout] => action [title] => Elect to port or convert supplemental life and AD&D insurance [content] => Supplemental Life and Voluntary AD&D Insurance benefits end on the last day of the month in which you retire. For both, you can elect to continue coverage under a similar group policy or convert coverage to an individual policy. Contact MetLife for more information about your options. [pc_contact id="1322"] [pc_contact id="1324" title="Or contact Group Universal Life Insurance"] [formatted_content] =>Supplemental Life and Voluntary AD&D Insurance benefits end on the last day of the month in which you retire. For both, you can elect to continue coverage under a similar group policy or convert coverage to an individual policy. Contact MetLife for more information about your options.
Contact MetLife
Call 1.800.638.6420. Go online to mybenefits.metlife.com
Or contact Group Universal Life Insurance
Call 1.800.GET.MET8 (1.800.438.6388). Go online to getmet.com
Although you can’t make any distribution elections before you retire, it’s good to be prepared to make those decisions.
If your vested account balance is more than $1,000 when you retire, you will need to make your distribution election with Fidelity within one to two weeks of when you want to receive a distribution.
If your vested account balance is $1,000 or less when you retire, you can choose to receive a lump-sum cash payment or elect a direct rollover to an IRA or another employer’s plan that accepts rollovers.
For additional information, contact Fidelity.
Contact the Rockwell Automation Service Center at Fidelity
Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to 401k.com
If you haven’t already, find out if you’re eligible for Rockwell Automation retiree medical coverage by going back to the 90 days before retirement time period.
If you’re eligible for retiree medical coverage, know your options and when you can start coverage.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
The retirement process information below is based on your selected retirement date: January 1, 1970.
For more details about retiring from Rockwell Automation, download the retirement guide by searching "retirement guide" on the Quick Find.
About 1 year before retirement
January 1, 1969
Decide when to apply for Social Security benefits, if eligible
You and your employers (including Rockwell Automation) have been contributing to your Social Security benefit throughout your working years.
You must apply to receive Social Security benefits. Full benefits are payable at your normal (or full) Social Security retirement age, but you can request to start your benefit before or after your normal Social Security retirement age. The earliest you can start your benefit is age 62.
If you’re not sure where to start, search “Social Security” on the Quick Find, or call the Social Security Administration.
Contact the Social Security Administration
Call 1.800.772.1213. Go online to ssa.gov
How Does Social Security Fit into Your Overall Plan
Take advantage of an opportunity provided by Fidelity Investments — the Social Security analysis. Partner with a Fidelity Guidance Representative by calling 1.866.546.4416 and get a Social Security Analysis and Strategy report. This report will help you understand how your choices can affect lifetime Social Security benefits. There are a variety of strategies to choose from and your decision could result in thousands more from Social Security over time.
Social Security normal retirement age
“Normal retirement age” is the age at which you’re eligible for specific retirement benefits. The normal (or full) retirement age for Social Security is age 65, 66 or 67, depending on the year you were born. (Go to the Social Security Administration website and enter “normal retirement age” in the search box to find a chart showing the normal retirement age at different years.)
Contact the Social Security Administration
Call 1.800.772.1213. Go online to ssa.gov
About 61 – 90 days before retirement
October 3, 1969
Find out if you’re eligible for Pre-65 retiree medical coverage
You and/or your spouse are eligible for Rockwell Automation pre-65 retiree medical coverage if you meet these three rules when you retire:
- You are at least age 55, and
- You have at least 10 years of service, and
- Your age and service points equal 75 or higher.
If you are eligible for coverage, you can also enroll your eligible dependents.
Call the RASC and say “pension” or “retirement” when prompted to find out if you’re eligible for retiree medical coverage.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
About 31 – 60 days before retirement
October 31, 1969
Inform manager of retirement decision
Approximately two months before your last day at work, you should tell your manager that you are planning to retire.
About 30 days before retirement
December 2, 1969
Review Welfare Plan Retiree Enrollment Worksheet, if eligible
If you think you will be eligible for Rockwell Automation retiree medical coverage, call the RASC and say “pension” or “retirement” when prompted to request a Welfare Plan Retiree Enrollment Worksheet within 15 days before your last day worked.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
Review your Retirement Savings Plan account balance
Before you retire, it’s good to know your Retirement Savings Plan vested account balance and have an idea of the distribution options that will be available after you retire. Find details about your account online at NetBenefits or by calling Fidelity.
Don’t forget: If you will have an outstanding loan balance at the time you retire, call Fidelity before your last day worked to discuss repayment options.
Contact the Rockwell Automation Service Center at Fidelity
Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to 401k.com
Finalize Social Security benefit application, if eligible
If you haven’t already, finalize your Social Security benefit application.
For more information about Social Security benefits, go back to the 1 year before retirement time period.
Contact the Social Security Administration
Call 1.800.772.1213. Go online to ssa.gov
Schedule exit interview
Contact your local Human Resources representative to schedule your exit interview and find out what other actions you may need to take before your last day at work.
By the last day worked
January 1, 1970
Benefits that end on the last day of work
The following benefits end on your last day of work:
- Pension Plan (if eligible)
- Retirement Savings Plan (401(k) Plan)
- Short- and Long-Term Disability
- Vacation Days
To learn more about what happens to all the benefits you have as an active employee when you retire, download the Termination Benefits Summary.
The 10th of the retirement month
January 9, 1970
After your last day worked
January 2, 1970
60 days after retirement is the deadline for making your Rockwell Automation retiree medical coverage election, if eligible
If you haven’t already, find out if you’re eligible for Rockwell Automation retiree medical coverage by going back to the 90 days before retirement time period.
If you’re eligible for retiree medical coverage, know your options and when you can start coverage.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
Choose what to do with Retirement Savings Plan account balance
Although you can’t make any distribution elections before you retire, it’s good to be prepared to make those decisions.
If your vested account balance is more than $1,000 when you retire, you will need to make your distribution election with Fidelity within one to two weeks of when you want to receive a distribution.
If your vested account balance is $1,000 or less when you retire, you can choose to receive a lump-sum cash payment or elect a direct rollover to an IRA or another employer’s plan that accepts rollovers.
For additional information, contact Fidelity.
Contact the Rockwell Automation Service Center at Fidelity
Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to 401k.com
Elect to port or convert supplemental life and AD&D insurance
Supplemental Life and Voluntary AD&D Insurance benefits end on the last day of the month in which you retire. For both, you can elect to continue coverage under a similar group policy or convert coverage to an individual policy. Contact MetLife for more information about your options.
Contact MetLife
Call 1.800.638.6420. Go online to mybenefits.metlife.com
Or contact Group Universal Life Insurance
Call 1.800.GET.MET8 (1.800.438.6388). Go online to getmet.com
Make COBRA coverage elections
COBRA enrollment information will automatically be sent to you within 30 days after your retirement date. You can enroll in COBRA coverage immediately after you receive COBRA enrollment information. The deadline to enroll is 60 days after your last day worked. If you are interested in continuing any health plan coverage, you must make COBRA coverage elections by notifying the RASC.
For more information on COBRA, download the Termination Benefits Summary.
Contact the Rockwell Alight Service Center (RASC) and say retirement when prompted
Call 1.877.OUR.RASC (1.877.687.7272) | Monday – Friday, 8 a.m. to 4 p.m. Central Time.
Receive final paycheck
Typically, you receive your final paycheck within two weeks after you retire.
Remember, any unused vacation days you have earned will be paid to you as a lump-sum amount in this paycheck.
Automatically receive Retirement Savings Plan distribution information kit from Fidelity
If you do not make a Retirement Savings Plan distribution election shortly after you retire and your account balance is more than $1,000, you will receive a personalized distribution information packet from Fidelity summarizing your distribution choices within the first month following your last day worked.
Contact the Rockwell Automation Service Center at Fidelity
Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to 401k.com
Receive benefits continuation information from administrators
You will automatically receive COBRA benefits continuation information for your eligible medical and dental plans and individual coverage details for other benefits that can be continued after you retire (such as Hyatt Legal Plan if you are enrolled in this coverage before you retire).
If some administrators do not send you benefit continuation information, you should follow up with them for details about continuing other types of coverage. Refer to the Termination Benefits Summary for information.
Benefits that end on the last day of the month in which you retire
The following benefits end on the last day of the month in which you retire:
- Medical
- Health Reimbursement Account (HRA)
- Dental
- Flexible Spending Accounts (FSAs)
- Basic Life Insurance
- Supplemental Life Insurance
- Vision
- Voluntary Accidental Death & Dismemberment Insurance
To learn more about what happens to all the benefits you have as an active employee when you retire, download the Termination Benefits Summary.
This tool is intended to provide general guidance to assist you with your retirement benefit decisions. There may be aspects of your personal situation which might make this general guidance inappropriate for you. You should seek additional guidance regarding your retirement benefit decisions and review any decisions you make with a financial or tax advisor, accountant or attorney. This tool also provides brief, general descriptions of the plans available to U.S. employees who were hired before July 1, 2010, and retire from Rockwell Automation. If any part of this information should conflict with a plan’s legal documents, the legal documents will control. Participation in these plans is not a guarantee that benefit levels will remain unchanged in the future. The company reserves the right to change or terminate these plans at any time. If material benefit changes are made, affected employees and retirees will be informed about them.