Who is Eligible to Participate in the Rockwell Automation Pension Plan

You were eligible to participate in the Rockwell Automation Pension Plan if you were on the U.S. payroll and a salaried or hourly employee of Rockwell Automation hired prior to July 1, 2010. There are a few limited exceptions which can be found under the Eligibility and Participation section within the SPD.

Finalizing Your Pension Choices

What to Do Before You Elect Your Pension Benefit

Finalize your pension choices with the RASC after you have reviewed your Pension Election Confirmation Statement and Pension Election Authorization Form for accuracy.

When to Do It

The deadline to receive your pension benefit on the first day of the month is the 10th of the previous month. (For example, if your last day worked is April 30, you would need to take this step by April 10 at the latest to receive your first monthly check on May 1. If your last day worked is May 3, you would need to do it by May 10 in order to receive your first monthly check on June 1.)

How to Do It

Sign the Pension Election Authorization Form you received earlier and return it to the RASC by fax or mail, along with any other required information. In some cases, you may also be able to return the form using document upload. Contact information will be on the first page of your Pension Election Authorization Form.

What to Expect Next

Your pension choices will take effect and your benefit will be paid to you based on the elections you made. If you elected to start your benefit right away and the RASC receives all required information by the 10th of your last month working at Rockwell Automation, here’s the earliest you will receive it:

• If you elect the Single Life Annuity, 10-Year Certain and Life Annuity or Joint and Survivor Annuity: First of the month after your last day worked. (For example, if your last day worked is April 30, you would receive your first monthly payment on May 1. If your last day worked is May 3, you would receive it on June 1.)
• If you elect the Lump-Sum Cash Payment: 90 – 120 days after your last day worked. (For example, if you return your paperwork on time and your last day worked is April 5, you could receive your lump-sum payment on July 1. If your last day worked is April 30, you could receive your lump-sum payment on Aug. 1.)