Make a bigger impact with our new socially responsible fund: the Reform Jewish Values Fund based on values upheld by the CCAR, URJ, and CSA. Click here to learn more about the fund.


RPB offers Tier 1 Managed Funds and Tier 2 Self-Directed Funds to provide investors of all types with the flexibility to build a nest egg that will meet their specific goals and needs. Your own interest in and knowledge of investing, as well as desire to align your investment with your values, will help you decide which funds are right for you.

Explore our Guide to RPB Investment Choices.

Investment Choices, Fact Sheets, Fees

You can use the following information to help decide which funds are right for you. Click on the fund name to view the fact sheet and explore our Guide to RPB Investment Choices to learn more about each fund.

Tier 1: Managed Funds
If you don’t want to make regular investment decisions, you might choose one or more of the managed funds in Tier 1, which are designed to meet various retirement savings goals.

Fund Objective Fee
Capital Appreciation Fund Seeks asset growth 0.51%
Appreciation and Income Fund Seeks asset growth and income 0.42%
Income Focused Fund Seeks to generate income 0.30%
Capital Preservation Fund Seeks stability of principal 0.35%
Capital Preservation Fund – Rabbi Trust Seeks stability of principal 0.20%
Summary of Holdings by Fund

 

Tier 2: Self-Directed Funds
If you have the knowledge and interest to make your own asset allocation decisions—or if you work with a professional financial advisor—you might choose to put your savings into the Tier 2 funds which represent a selection of asset classes, such as stocks, bonds, and real estate.

Fund Objective Fee
RPB Reform Jewish Values Fund Seeks asset growth 0.15%
Vanguard Institutional Index Fund (S&P 500) Seeks asset growth 0.02%
Vanguard Developed Markets Index Fund (International) Seeks asset growth 0.07%
Vanguard Small-Cap Index Fund Seeks asset growth 0.06%
Vanguard Emerging Markets Index Fund Seeks asset growth 0.14%
Vanguard Short-Term Bond Index Fund Seeks to generate income 0.07%
Vanguard Short-Term Inflation-Protected Securities Index Fund Seeks to generate income and guard against inflation 0.07%
Vanguard Total Bond-Market Index Fund Seeks to generate income and moderate asset growth 0.05%
Vanguard Intermediate-Term Corporate Bond Index Fund Seeks to generate income 0.07%
Vanguard Real Estate Index Fund Seeks to generate income and asset growth 0.10%

 

Other Fees

All plan participants pay the following administrative fee for both Tier 1 and Tier 2 funds:

RPB Administration Fee 0.20%
Custody, Record Keeping, and Investment Consulting Fee 0.07%

 


For more information, check out the Guide to RPB Investment Choices.

Socially Responsible Investing

RPB’s Jewish Values Investing (JVI) Policy is the approach we’ve used for years to integrate socially responsible factors, as well as support of Israel, into our investment process. We offer a range of investments that vary in their social impact focus. The Reform Jewish Values (RJV) Fund is our strongest vehicle for environmental, social and governance (ESG) investing.

Monthly Tier 1 Performance Results

Investment FAQs

To make or change investments, login to InfoExpress, and click “Change My Investments.”
Click here for more information about the investments in our plan.