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Asset 3

Employer Portal Tips

Generate reports and download data.

You can print a screen and/or download the data into Excel from the following portal screens:

  • View Retirement Plan Summary

  • Adjust Compensation and Contributions

  • Make Retirement Plan Payments

  • View LTD Plan Summary

  • Make LTD Payments

To print and export data on these screens, click the green links at the top right of the data tables.

Print1

New Enrollment Process

Enrollment for URJ congregational employees is done directly through the MyRPB for Employers web portal. See the Employer Enrollment Explainer - Step 2 for detailed instructions.

Tip

Downloading reports may help with reconciling your employment contracts or general ledger.

Generate reports.

Employers can also generate and print two types of reports. The Generate Reports tile on the dashboard provides access to a Contribution Statement and Bank Activity report.

The Contribution Statement Report, available in a summary or detailed version, lists all employees and the contributions they received for the selected year. The detailed version shows how every payment for an employee was applied.

To generate the report:

  1. Select “Summary” or “Detailed” report.

  2. From the “View by Time Frame” dropdown, choose “Plan Year” or “Calendar Year.”

  3. Select the desired year.

  4. Click "Run and Print.”

The Bank Activity Report lists all payments made by your organization within a selected date range, regardless of product. This report is based on payment date, not plan year or calendar year.

To generate the report:

  1. Select the desired date range.

  2. Click "Run and Print.”

Learn about: EnrollING EMPLOYEES

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