Eligibility requirements for the pension and rabbi trust plans are listed below. Read the Eligibility FAQs for more information.
To participate in the Reform Pension Plan—a defined contribution, 403(b) plan—you must be a member of an eligible Reform Movement professional organization participating with the RPB and be employed by a URJ-affiliated congregation. In addition, 501(c)(3) non-profit organizations such as federations and Jewish community centers may also be considered eligible employers. Membership in or employment by the following organizations qualify for eligibility:
- Central Conference of American Rabbis (CCAR)
- Union for Reform Judaism (URJ)
- National Association for Temple Administration (NATA)
- Association of Reform Jewish Educators (ARJE)
- Early Childhood Educators of Reform Judaism (ECE-RJ) (Assistant Directors and Directors only)
- Program and Engagement Professionals of Reform Judaism (PEP-RJ)
- Advancing Temple Institutional Development (ATID)
- Reform Pension Board (RPB)
If, after having been employed by a URJ-affiliated congregation, you take a job with a congregation that is not affiliated with the URJ, you may continue to make contributions for three years if you maintain an active membership status with your appropriate professional organization. This three-year grace period begins upon commencement of employment with the non-URJ-affiliated congregation. Following the conclusion of the grace period, participants may no longer make contributions to the RPB but may leave their pension accounts with the RPB, enjoying the full range of investing and service options.
Please contact the RPB office to verify your eligibility for the Reform Pension Plan and to request an enrollment package.
Pension continuance insurance continues pension contributions made by the employer of up to 15% of a participant’s salary in the event that a participant becomes disabled and is unable to work.
The RPB provides pension continuance insurance as a free benefit to plan participants who are receiving long-term disability insurance benefits through the RPB and who were receiving pension contributions at the time of disability. The participant must meet the qualifications of the insurer’s (MetLife) definition of disability. Pension continuance contributions begin after a 180-day waiting period.