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WHAT’S CHANGING? |
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The following benefit accounts are moving to Fidelity® on January 1, 2027:
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Service center phone number and website You can access your HSA and FSA information along with your 401(k) and other Fidelity accounts by calling 877-765-4015 or by logging in to netbenefits.com. If you already have a username and password for another Fidelity account, including the 401(k), use that same login information to access your HSA and FSA. Otherwise, select “Register as a new user.” |
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Fidelity Health® App Fidelity offers an easy-to-use app for your phone or tablet that you can download from the Apple App Store® or Google PlayTM. Review your HSA and FSA balances, pay bills or reimburse yourself, store and share benefit ID cards, and more. |
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A single debit card for qualified medical and dependent care expenses You will receive a special-purpose Visa® card that provides an easy, automatic way to pay for qualified medical and dependent care expenses at eligible merchants and service providers that accept Visa debit cards for payment. The eligible amount of the purchase will be deducted—automatically—from the appropriate account based on the type of merchant, expense type and available balance in the account. Note: Your debit card will need to be activated before it can be used. |
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HSA Investment options Fidelity gives you broad investing options for your HSA, including specific Fidelity HSA® Funds to Consider. These are professionally selected funds by Fidelity for HSA investing, all with waived investment minimums. Other HSA investing options include single-fund options, such as target date funds and target allocation funds,1 as well as Fidelity’s entire brokerage lineup, which includes mutual funds, ETFs, stocks, bonds, US Treasuries and FDIC-insured CDs. Note: There are no account transaction fees with a Fidelity HSA.2 Log in to netbenefits.com. From the “Health Savings Account” section on the home page, select the “Investing” tab to view the investment options available to you and to make your investment elections for your HSA balance and future contributions. |
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HSA Money market default fund Once your account is activated, HSA contributions without an investment election on file are placed in a Fidelity® Government Cash Reserves account to help you grow your money.3 |
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WHAT’S STAYING THE SAME? |
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HSA company and employee contributions If enrolled in an HSA-Eligible Health Plan with Rockwell Automation, company contributions and any elected pre-tax employee HSA contributions will continue on the same timeline as before the transition. |
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FSA qualified expenses and claim submission deadlines FSA qualified expenses and claim submission deadlines will not change due to the transition to Fidelity. Plan Year 2026 contributions can be used for qualified expenses through December 31, 2026. Please submit any 2026 FSA claims to Smart-Choice Accounts at digital.alight.com/rockwellautomation by March 31, 2027. You will submit any claims for the 2027 Plan Year to Fidelity. |
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FSA Transfer Elections You do not need to take any action to transfer your Health Care FSA and Limited Purpose FSA to Fidelity. You only need to make your 2027 flexible spending account elections during Annual Enrollment between October 24, 2026 – November 15, 2026. |
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