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Rollovers

Simplify your retirement by consolidating your assets at RPB

When you consolidate your retirement accounts, it's easier to manage your investments and track your retirement readiness. Given the many advantages of having your retirement money in one place, RPB has made it easy for participants to roll assets from other qualified accounts into their RPB 403(b) accounts. RPB accepts rollovers from qualified plans, including IRAs, 401(a), 401(k), 403(b), and governmental 457(b) plans.

We suggest you consult a financial planner for help making any major financial decisions.

Benefits of rolling over to RPB

Performance, Choice, Values

Our participants have 14 objective-based and self-directed funds in which to invest, including our socially responsible Reform Jewish Values Fund. We also remain committed to integrating Jewish values into our investment process.

Consolidation

Consolidating your retirement portfolio can help you save time and simplify financial planning. It can also make it easier to plan your retirement distributions and Required Minimum Distributions.

Customer Service

Given our long relationship with our members, we’re able to offer you personalized service, no matter where you find yourself. Whether you call or email us, we’re happy to answer your questions.

How to rollover funds

  1. Contact the administrator of the qualified account from which you are initiating the rollover and explain you’d like to roll over your assets into your RPB 403(b) account. They can explain what you need to do to request a rollover check from them.
  2. Provide RPB with a letter from the plan administrator that indicates the type of account the funds are coming from, whether the assets being rolled over include pre-tax or post-tax Roth contributions (or both), and your RPB ID number (which you can find in the top right corner of your RPB statement). Make the check payable to: “Reform Pension Board FBO [Your Name].”
  3. Mail the rollover check (made payable to “Reform Pension Board FBO [Your Name]”) and letter from your Plan administrator to RPB (if the check is sent directly to you). You may also have the option for the check to be sent directly to RPB. Please make sure you include the letter from your plan administrator with the check.
  4. RPB will send you an email about the status of your rollover once we have received the check.

Important details

  • We can only accept rollovers from plans that accept employer contributions and employee payroll deduction contributions (e.g., a 401(k), 403(b), or 457(b) account). We can accept a rollover from a rollover IRA into which you previously rolled a 401(k) or 403(b).
  • We can accept rollovers from qualified plans that have received both pre-tax and Roth contributions. In this case, we must receive two separate rollover checks: one with the pre-tax contributions and earnings and one with the Roth contributions and earnings. We also require a letter from the originating institution that provides the date of the first Roth contribution.
  • Roth IRAs can’t be rolled into the RPB 403(b) plan.
  • Rollover money is tracked separately in our systems and on account statements.
  • RPB only accepts checks for rollovers into your account. We cannot accept electronic fund transfers.

Access your retirement savings on your terms.

Make sure you understand your options for taking distributions from your RPB account.

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