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RPB is here to help

We're happy to help our plan participants, congregations, and professional associations understand and manage their RPB accounts and benefits. Our dedicated New York-based team is ready to answer your questions. You can make most account changes online through Fidelity NetBenefits or by calling Fidelity. But if you need additional support, please contact us.

Chase Bouchie, Senior Employer Account Associate
646.884.9897
cbouchie@rpb.org

Robert Perry, Director of Participant and Employer Services

646.884.9890
rperry@rpb.org

Fidelity Retirement Service Center
800.343.0860
Monday through Friday (except N.Y. Stock Exchange holidays),
8:30 a.m. to midnight, Eastern time

Fidelity Retirement Planners
800.328.6608
Monday through Friday (except N.Y. Stock Exchange holidays),
9 a.m. to 9 p.m., Eastern time

Contact By Topic

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

rperry@rpb.org

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

rperry@rpb.org

Alyce Gunn
646.884.9888
agunn@rpb.org

Contribution Payments

Chase Bouchie
646-884-9897
cbouchie@rpb.org

Vanessa Stevens
646.884.9893
vstevens@rpb.org

Alyce Gunn
646-884-9888
agunn@rpb.org

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

rperry@rpb.org

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

rperry@rpb.org

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

rperry@rpb.org

Alyce Gunn
646-884-9888
agunn@rpb.org

Other Participant Questions

Robert Perry
646.884.9890

rperry@rpb.org

Other Employer Questions

Chase Bouchie
646-884-9897
cbouchie@rpb.org

Participant Questions

Robert Perry
646.884.9890

rperry@rpb.org

Employer Questions

Chase Bouchie
646-884-9897
cbouchie@rpb.org

Robert Perry
646.884.9890

rperry@rpb.org

Public Relations Questions

Stephanie Berger
646.884.9892
sberger@rpb.org

Contributions, Distributions, and Account Access Questions

Alyce Gunn
646.884.9888
agunn@rpb.org

Reform Jewish Values Stock Fund Questions

Michael Kimmel
646.884.9886
mkimmel@rpb.org

Vanessa Stevens
646.884.9893
vstevens@rpb.org

Reform Pension Board

355 Lexington Ave, 5th Floor
New York, NY 10017-6603

P: 212.681.1818
F: 212.681.9340

askus@rpb.org

Para servicio en Español:

El Equipo Fidelity de Servicio Español
800.587.5282
Monday through Friday (except N.Y. Stock Exchange holidays)
8:30 a.m. to 8:30 p.m. Eastern time

El Equipo Fidelity de Servicio Español consiste de representantes con entrenamiento especial que están disponibles para ayudar a los participantes de habla hispana. Llame al número telefónico para solicitar servicio o guia de inversión.

RPB is here for you.

We’ve been a trusted partner to the Reform Movement for 75 years.

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