We’re halfway through 2025—can you believe it? While you’re thinking about summer vacations and weekend barbecues, take a quick pause to check in on something equally important—your retirement savings.
#1 Check Up on Your 401(k) Contributions
When was the last time you logged into your Rockwell Automation Retirement Savings Plan (the “401(k)” plan) account? With six months left in 2025, you still have plenty of time to make adjustments that could help your financial future.
Take a moment to log into 401k.com and check in on your 401(k) contributions through our plan administrator, Fidelity. For 2025, you can contribute up to $23,500 if you’re under 50, or $31,000 if you’re 50 or older—either on a pre-tax or Roth after-tax basis. And if you’re in a position to save even more, the Rockwell plan allows regular after-tax contributions to help you increase your retirement savings further.
#2 Don’t Leave Free Money on the Table
Let’s talk about one of the perks of your 401(k)—the company match. Rockwell matches 50 cents for every $1.00 you contribute on a pre-tax, Roth after-tax, and regular after-tax basis up to 7% of your salary. It’s a great way to give your retirement savings a solid boost.
Just a heads-up: Catch-up contributions aren’t eligible for the company match.
#3 Take a Moment to Review Your Investments
Now is a great time to review your current investment elections and make sure they still align with your goals. With the Rockwell Automation Retirement Savings Plan, you have the flexibility to choose how your money grows—from more conservative investments to options with a bit more risk and potential reward.
You can build your own investment strategy or use the experts at Edelman Financial Engines to do the heavy lifting for you with both free and fee-based investment guidance. Call Fidelity at 877.401.5762 and ask to speak to an Edelman Financial Engines advisor who will assist you, or visit 401k.com and click on the Edelman Financial Engines link to get started.
And, if you’re looking for even more investment choices, there’s a BrokerageLink option for added flexibility.
#4 Make Sure to Update Your Beneficiaries
A beneficiary is the individual or group you designate to receive the funds in your 401(k) account if you pass away.
If you’ve gotten married, divorced, had kids, or gone through any major life changes, now’s a good time to check that your beneficiary information is still up to date.
You can review or update your choices anytime through Fidelity at 401k.com.
#5 Check in on Your Retirement Readiness
Want a little extra guidance with your retirement and investment goals? You can meet one-on-one with a knowledgeable Fidelity representative to build a personalized plan that meets your needs to help you feel confident and in control of what’s ahead. You’re welcome to bring your spouse, partner, or financial advisor—invite anyone who makes you feel comfortable! To get started, be sure to register for a virtual consultation.
Remember, you don’t have to do everything at once. Pick one or two items from this list and tackle them this week. Your future self—the one enjoying a well-earned retirement, whether that’s beachside mornings or long-awaited passion projects—will thank you for the smart planning you put in place today.
