Contact Us
RPB is here to help
We're happy to help our plan participants understand and manage their RPB accounts and benefits.
You can make most account changes online through Fidelity NetBenefits or by calling Fidelity. But if you need additional support, our dedicated New York-based Participant Services team is ready to answer your questions. We also provide retirement planning and financial coaching directly from Fidelity.
RPB
Chase Bouchie, Senior Account Associate
646.884.9897
[email protected]
Robert Perry, Director of Participant and Employer Services
646.884.9890
[email protected]
Fidelity
Fidelity Retirement Service Center - NetBenefits account support
800.343.0860
Monday through Friday (except N.Y. Stock Exchange holidays)
8:30 a.m. to midnight, Eastern time
Fidelity Retirement Planners - Retirement investment advice
800.328.6608
Monday through Friday (except N.Y. Stock Exchange holidays)
9 a.m. to 9 p.m., Eastern time
Fidelity Financial Coaches - Everyday money guidance
800.791.2363
Monday through Friday (except N.Y. Stock Exchange holidays)
8:30 a.m. to 8 p.m., Eastern time
Contact By Topic
ACC Retirement and Insurance Plan Questions
Sheryl Steines
847.781.7800
[email protected]
Plan Consolidation Questions
Alyce Gunn
646.884.9888
[email protected]
Change of Legal/Residential Address or Email Address
Active participants: log in to NetBenefits to change your residential address or email address. On the NetBenefits homepage, click on the people icon in the upper right corner to update your contact information.
Retired or inactive participants: contact RPB to change your mailing or email address.
Change of Beneficiary, Employment, Marital Status, or to report a death
Robert Perry
646.884.9890
[email protected]
Contribution Changes
Speak with your employer to change the amount you contribute to your RPB account.
Incoming Rollovers, 403(b) Rules,
Rabbi Trust Rules
Robert Perry
646.884.9890
[email protected]
Alyce Gunn
646.884.9888
[email protected]
Contribution Payments
Chase Bouchie
646.884-9897
[email protected]
Vanessa Stevens
646.884.9893
[email protected]
Alyce Gunn
646.884-9888
[email protected]
INVESTMENT CHANGES
Log in to your NetBenefits account to change your investment allocations.
INVESTMENT ADVICE
Call Fidelity Retirement Planners at 800.328.6608
GENERAL FUND INFORMATION
Robert Perry
646.884.9890
[email protected]
ONE-TIME WITHDRAWALS
To request a full withdrawal or one-time partial withdrawal, including outbound rollovers, log in to your NetBenefits accounts.
The default tax rate for direct withdrawals (non-rollovers) is 0% for clergy and 20% for non-clergy. You can change the tax rate on NetBenefits or call Fidelity at 800.343.0860 to complete the withdrawal request.
SYSTEMATIC (Recurring) WITHDRAWALS
To establish or change a systematic withdrawal, call Fidelity at 800.343.0860.
Other general questions about withdrawals
Robert Perry
646.884.9890
[email protected]
New Loan Requests
Log in to your NetBenefits account or Call Fidelity at 800.343.0860
Change Bank Account Information for an existing Loan
Log in to your NetBenefits account
Insurance Policy Questions and Claims
Robert Perry
646.884.9890
[email protected]
Alyce Gunn
646.884.9888
[email protected]
Other Participant Questions
Robert Perry
646.884.9890
[email protected]
Other Employer Questions
Chase Bouchie
646.884.9897
[email protected]
Participant Questions
Robert Perry
646.884.9890
[email protected]
Employer Questions
Chase Bouchie
646.884.9897
[email protected]
Robert Perry
646.884.9890
[email protected]
Public Relations Questions
Stephanie Berger
646.884.9892
[email protected]
Contributions, Distributions, and Account Access Questions
Alyce Gunn
646.884.9888
[email protected]
Reform Jewish Values Stock Fund Questions
Michael Kimmel
646.884.9886
[email protected]
Vanessa Stevens
646.884.9893
[email protected]
RPB is here for you.
We’ve been a trusted partner to the Reform Movement for more than 80 years.