Print Archive: February, 2026

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.

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.
  • 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 pretax 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.

2nd.MD Webinar Series

  • GLP-1s: A Look at Whole Body Metabolic Health
    February 19 at 12 p.m. CT
    Register >
  • Tune in to hear 2nd.MD specialist and endocrinologist Dr. Andrew Demidowich explore the broader role GLP-1s play in supporting metabolic health. Learn about how GLP-1s work and get answers you can trust.

OnTrack Double Points for Coaching Continues all of February

  • Kick off the year strong by earning double points when you connect with a health coach—available all February long! Meet with your own certified health coach over video or chat to work towards 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!

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.

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.

December 2025

Fidelity One-on-One Consultation Sessions

  • 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, or exploring other financial topics. Explore the full schedule of offerings and secure your spot in upcoming workshops and one-on-one consultations available throughout the year ahead.
    View the calendar >

Optum Rx Pre-Go Live Portal

  • You can check prescription pricing and availability at welcome.optumrx.com/rockwellautomation. This portal will be open through December 31, 2025. You can reach an Optum Rx customer service representative 24/7 beginning January 1, 2026, at 1.855.295.1223, Monday–Friday, 8:00–8:00 CT.

2nd.MD Webinar Series

  • Understand Pediatric Health Conditions
    Tune in to hear 2nd.MD specialist, Dr. Chandani DeZure, offer expert insights into pediatric health. Learn about common childhood conditions, symptoms, and treatment options.
    December 18 at 12:00 p.m. CT
    Register >

MetLife Pet Insurance Webinars

  • Discover what pet insurance is, how it works, and tools to make the most of your policy.
    December 18 at 1:00 p.m. CT
    Register >

Rockwell 401(k) Plan Updates

Starting in 2026, changes will be made to the Rockwell Retirement Savings Plan (the “401(k)” Plan) as we implement two key provisions of the SECURE 2.0 Act:

  • Roth catch-up contributions: If you’re turning 50 or older in 2026 and your total 2025 FICA wages are over $150,0001, any catch-up contributions you make in 2026 must be made on a Roth basis.
  • Super catch-up contributions: Employees ages 60 to 63 will benefit from an increased catch-up limit, allowing you to contribute up to a total of $11,250 in 2026. Just like other 401(k) contribution limits, this limit may change annually.

Watch your inbox as Fidelity will be communicating with you if you’re impacted by either change.

1 Indexed annually

Your 2025 Year-End Checklist Is Here!

As the year wraps up, here are some important action items to complete before the calendar turns to 2026!

1. Refill Your Prescriptions by December 31
Stock up on medications now to maximize your current plan’s value and ensure you have what you need. Rockwell is transitioning from CVS Caremark to Optum Rx for 2026 prescription coverage—this change should be seamless for you and your family.

2. Prepare for 2026 Retirement Plan Changes
Starting in 2026, the Rockwell Retirement Savings Plan (401(k)) will implement two SECURE 2.0 Act provisions. If you’re turning 50+ in 2026 and earned over $150,000 in 2025 FICA wages, catch-up contributions must be Roth. Employees ages 60–63 can contribute up to $11,250 in super catch-up contributions. Watch for communications from Fidelity if you’re impacted.

3. Book Health Care Appointments Before Year-End
Take advantage of remaining benefits for checkups, screenings, and preventive care before year-end. Many plans cover preventive exams at 100% with no cost to you, and if you’ve met your deductible, you’ll pay less for additional care.

4. Spend Down Your FSA Balances
Spend your Dependent Care FSA funds by December 31, 2025—unused amounts don’t roll over. For Health Care FSA and Limited Purpose FSA, any balance over $660 is forfeited at year-end. You have until March 31, 2026, to submit claims for eligible 2025 expenses. Check your balance at Your Benefits™. If your remaining balance is $660 or less for the HCFSA, it can be carried into 2026 only if you enroll in an FSA for 2026.

5. Access Your 2026 Medical, Prescription Drug, and Dental ID Cards
If you enrolled in a new medical or dental plan, physical cards will arrive in December. Note: If you’re enrolled in UnitedHealthcare, you’ll receive one card for both medical and prescription coverage. If you’re enrolled in Centivo, you’ll receive separate cards for medical and prescriptions.

6. Expect Your New HSA/FSA Debit Cards
First-time Broad Access HSA enrollees will receive HSA information and debit cards from HealthEquity in December. First-time FSA enrollees will receive information and debit cards from Alight Smart-Choice in December.

7. Confirm Your Dependent Information
If you enrolled new dependents for 2026, prepare to provide proof of eligibility (marriage certificates, birth certificates, etc.). Double-check all dependents’ names, Social Security numbers, and dates of birth.

8. Complete OnTrack for Premium Credits
Complete your OnTrack requirements by December 31 to earn credits for your 2026 medical premiums. View program requirements in the 2026 Benefits Guide (page 39).

9. Take Time Off to Recharge
If you have accrued vacation, take time off to relax and recharge before year-end. Your vacation days depend on your tenure at Rockwell—check Epoch or page 36 of the 2026 Benefits Guide for your eligibility.

This newsletter is for informational purposes only. Always consult healthcare providers for personalized medical advice.

Emergency Room, Urgent Care, or Virtual Visit? Here’s How to Choose

Choosing the right place to get care can save you time and money. When you’re sick or injured now, heading to the emergency room (ER) or urgent care may not always be the right option. So how do you know where to go?

Here are five ways to get the right care—and save money:

#1 Primary Care Provider (PCP): Your Starting Point
Best for: Annual checkups, prescription refills, ongoing condition management, minor illnesses, and ongoing health concerns
Advantages: PCPs know your medical history and can coordinate care between specialists for personalized treatment.
Limitation: Usually only available during business hours, though many offer after-hours phone consultations

#2 Virtual Visit: Care at Your Fingertips
Best for: Minor illnesses, prescription refills, mental health appointments, follow-up medical appointments, and skin concerns
Advantages: Same-day appointments, no travel time, and often more affordable
Limitations: No physical exams, limited diagnostic capabilities (no CT scans, MRIs, labs), not for urgent situations, like difficulty breathing

#3 Walk-In Clinics: Quick Care for Minor Issues
Best for: Minor injuries like cuts, sprains, or burns; common ailments, such as cold, flu, or sore throat; blood pressure checks; immunizations; and simple prescriptions like antibiotics, blood pressure medications, and pain relievers
Advantages: First-come, first-served basis, often located in pharmacies; most affordable option for minor needs
Limitations: May not have access to your complete medical history, wait times can vary significantly, cannot handle complex or serious conditions

#4 Urgent Care: Enhanced Immediate Care
Best for: Broken bones, cuts needing stitches, moderate injuries, severe cold/flu, nausea/vomiting, rashes, and fevers
Advantages: Doctors on staff, X-ray machines, extended hours including evenings and weekends; faster than ER for nonemergencies
Limitations: May not have access to your complete medical history, wait times can still be substantial during peak hours, limited surgical or advanced treatment capabilities

#5 Emergency Room (ER): For True Emergencies Only
Best for: Chest pain, difficulty breathing, sudden mental changes, stroke symptoms, uncontrollable bleeding, major broken bones, head injuries, sudden vision loss, or seizures
Advantages: Open 24/7 with full medical staff, can handle any medical emergency, with immediate access to specialists if needed
Limitations: ERs prioritize by severity, so nonemergency cases face long waits; expensive option

Rockwell Health Care Guide

When you’re enrolled in a Rockwell Automation medical plan, you have options to help you find the right level of care.

  • If you’re enrolled in a UnitedHealthcare (UHC) medical plan, you can find a PCP and access same-day virtual care or urgent care by visiting myuhc.com. UHC members can also utilize Judi Care (previously Amino Smart Match) to find in-network doctors, ranked by cost and quality, by visiting judi.care.
  • If you’re enrolled in a Centivo medical plan, you can visit centivo.com to receive virtual care, mental health support, or to get connected with a PCP.
  • If you’re enrolled in any of the Rockwell medical plans, you have access to 2nd.MD medical experts, a free service that connects you with top medical specialists to review your case, answer medical questions, and provide recommendations for diagnosis or treatment. Visit 2nd.MD/rockwell or call 1.866.269.3534 to get started.

This newsletter is for informational purposes only. Always consult health care providers for personalized medical advice.

August 2025

Double Points August 17–30
For two weeks in August, you can receive double points through the entire OnTrack platform. Be ready to maximize the multipliers across the board and set yourself up to finish the year strong. There will be more double point opportunities this year—stay tuned! Visit login.personifyhealth.com to get started.

2nd.MD Webinar Series

  • Managing Joint, Bone, and Muscle Pain
    August 21 at 12 p.m. CT
    Tune in to hear 2nd.MD specialist and physiatrist, Dr. Julia Lafrate, offer expert insights on musculoskeletal health. Learn how to reduce pain and understand treatment options for joint, bone, and muscle conditions.
    Register >

MetLife Pet Insurance Webinars
Discover what pet insurance is, how it works, and tools to make the most of your policy.

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!
Book Now >