Eligibility
Joining the RPB community
We’re proud to have helped thousands of Reform Movement clergy, professionals, educators, and staff achieve a fulfilling retirement. And we’re ready to help you do the same.
Any employee of a qualified employer can become an RPB retirement plan participant if they:
- Are at least 18 years of age.
- Work at least 18 hours per week. This includes employees in administrative, finance, custodial, security, or other positions.
Are an active member of one of the Reform Movement professional organizations listed in the table below, only if they are employed in a role that requires membership.
NOTE: Employees eligible for the American Conference of Cantors retirement plan, are not eligible for the RPB Plan.
Please contact RPB with any questions regarding our eligibility requirements.
| Organization | Positions Requiring Membership to Enroll in RPB |
|---|---|
Central Conference of American Rabbis (CCAR) |
|
National Association of Temple Administrators (NATA) |
|
Association of Reform Jewish Educators (ARJE)** |
|
Early Childhood Educators of Reform Judaism (ECE-RJ)** |
|
Program and Engagement Professionals of Reform Judaism (PEP-RJ)** |
|
Advancing Temple Institutional Development (ATID) |
|
- This list may not be all inclusive. Each organization reserves the right to change its eligibility requirements.
- * Director titles include all levels: Directors, Associate Directors, Assistant Directors, and Coordinators.
- ** Multiple member discounts may be available. Contact the organization for more information.
Special eligibility circumstances
If you don’t meet the primary criteria, you may still be able 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.
As an HUC-JIR rabbi and active member of CCAR, you can participate in RPB’s retirement plan for five years.
You’re eligible to fully participate in RPB’s programs after providing verification from your employer that (1) your employer is a non-profit organization as defined by IRS Code section 501(c)(3) and (2) you're working in a parsonage-eligible role.
If you're actively participating in RPB’s plan while at a URJ congregation, when you take a new job with a non-URJ congregation, you can still make contributions for up to five years from your date of employment—as long as you remain a member in good standing of your professional organization.
You have a five-year grace period in which you can make contributions if your organization is no longer affiliated with URJ—as long as you maintain your membership with your professional organization. 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.
Employees enrolled in RPB’s plan due to previous employment don’t have to satisfy the hourly service requirements to continue their contributions.
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.
Hear what your peers think of RPB.
Meet other RPB plan participants and learn about the benefits they’ve enjoyed.