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Eligibility

Joining the RPB community

We’re proud to have helped thousands of Reform Movement clergy, professionals, and educators achieve a fulfilling retirement. And we’re ready to help you do the same.

You are eligible to join RPB’s retirement plan if you meet both of these primary criteria:

Special eligibility circumstances

If you don’t meet the primary criteria, you may still be eligible to participate in RPB’s retirement plan if you fall into one of the categories listed below. You can also contact us to discuss your eligibility if you have any questions.

You can participate in RPB’s retirement plan for three years. And then you can request a two-year extension by contacting RPB.

You’re eligible to fully participate in RPB’s programs after providing verification that your employer is a non-profit organization as defined by IRS Code section 501(c)(3).

You’re eligible to participate in the RPB plan if you’ve previously worked for eligible Reform Movement congregations for at least eight years and currently belong to an eligible Reform Movement professional organization. You can contribute to the retirement plan up to the maximum IRS elective salary deferral limits. Contact RPB for more details and to confirm eligibility.

If you’re participating in RPB’s plan and then take a job with a non-URJ congregation, you can still make contributions for up to three years from your date of employment, as long as you’re an active member of one of the Reform Movement professional organizations. After that, you can no longer make contributions to your 403(b) account but you can keep your money with RPB, enjoying the full range of investing and service options.

You have a three-year grace period in which you can make contributions if your organization is suspended or terminated from URJ. After that, you can no longer make contributions to your 403(b) account but you can keep your money with RPB, enjoying the full range of investing and service options.

Ready to join RPB?

Call Robert Perry at RPB to get the ball rolling. And discuss your contributions with your employer.

Additional benefits

Set up your safety nets with RPB

In addition to our defined-contribution retirement plan, you might be able to take advantage of the insurance plans we offer. Click on the links below to learn more about the eligibility criteria for:

  • Life insurance, including free term life and accidental death & dismemberment as long as your combined contributions are at least 10 percent of your salary. If you qualify for free life insurance, you can also purchase additional coverage through our optional life insurance program.
  • Long-term disability insurance.
  • RPB retirement plan contribution insurance.
Save time and avoid unnecessary paperwork by opting in during enrollment.

When you're first hired by an RPB-eligible employer, you have 60 days to sign up for long-term disability insurance. If you miss that window, you'll need to wait for the next open enrollment period.

You can also purchase additional life insurance at enrollment up to 2x your salary without submitting a Statement of Health form.

Hear what your peers think of RPB.

Meet other RPB plan participants and learn about the benefits they’ve enjoyed.

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