Rockwell Automation

With structured 401(k) contributions, equity awards, and a robust deferred compensation plan, Rockwell gives employees the tools to help build financial momentum. We'll help you connect them in a way that supports the future you’re building.

Our Experience

Rockwell employees tend to think in systems and so do we. Instead of treating your benefits as isolated parts, we look at how each component interacts over time: NEC credits compounding with elective deferrals, Spillover dollars converting to Roth, stock awards affecting tax brackets, and deferred comp flowing into retirement income planning.

Our role is to help you see the architecture of your financial life — to understand the levers, avoid the bottlenecks, and build a plan that supports both your goals and your timeline.

Match with an advisor

401(k) Structure + Non-Elective Contributions

Rockwell’s matching contributions and age-based NEC credits can meaningfully influence long-term savings. We help you determine the right mix of pre-tax vs. Roth, how much to contribute, and how to coordinate savings across changing income levels and tax brackets.

Spillover / Mega Roth Strategy

After-tax Spillover contributions can dramatically expand your Roth footprint if handled correctly. We map out contribution room, conversion timing, and tax implications so every excess dollar goes to the most efficient place.

Tax-Smart Deferred Compensation

We help you choose deferral amounts, design payout schedules, and plan around retirement eligibility rules.

NUA Opportunities on ROK Stock

NUA can unlock lower capital gains taxes at retirement, but only if executed at the right moment. We model different distribution scenarios so you know whether NUA will reduce taxes or if a traditional rollover makes more sense.

Insurance & HSA Benefits

HSA contributions, disability coverage, and life insurance options can protect your financial foundation. We help you right-size your coverage, invest excess HSA funds, and coordinate benefits with your broader financial strategy.

Free Benefits Guide

Your guide to Rockwell Automation benefits

Rockwell’s benefits come with structure, flexibility, and a variety of planning considerations that may promote long-term growth. Our free guide breaks down the 401(k) system, NEC credits, Spillover/Mega Roth planning, deferred compensation, equity awards, and more.

Your Guide to Building Wealth at Rockwell Auomation in 2026

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"Our clients aren’t looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."

Bernie Garrah

Principal, Wealth Advisor

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Building financial systems for Rockwell Automation employees