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Enrolling Your Employees

Topics on This Page:

  1. How to Enroll Your Employees
  2. Engagement Toolkit

Enroll and engage your employees in RPB

Your employees have access to a wealth of benefits through RPB. But enrolling in the plan is only the first step. The resources below can help you support employees as they learn about and use their benefits.

Topics on This Page:

  1. How to Enroll Your Employees
  2. Engagement Toolkit

How to Enroll Your Employees

Select the enrollment process that applies to your type of organization:

URJ Congregations and Reform Movement Institutions
(You enroll them)

All Other Employers
(Employees enroll themselves)
  1. Confirm the employee meets RPB's eligibility criteria.
  2. Log in to MyRPB for Employers and go to Manage Plan Participants.
  3. See the Employer Enrollment Explainer for instructions.
  4. Share the Employer-initiated Enrollment Guide for Participants (English | Spanish) for reference.
  1. Direct employees to the online enrollment portal.
  2. Share the Participant Self-Enrollment Guide for reference.
Swipe to see more

Engagement Toolkit

By sharing key information during enrollment, you can help your employees understand their benefits and get the most out of the RPB plan. (Once they’re enrolled, RPB also sends emails to help them along the way.)

Enrollment and Educational Resources

Use these materials to introduce the plan during enrollment, help employees get started, and provide additional education on contribution choices, investments, and insurance.

Questions?

We'll walk you through enrollment and how to let your staff know about the plan’s features and benefits.

Contact RPB

Category

Resource

One-pager

RPB Plan Flyer
Overview flyer covering the basics of the plan, how to get started, and why consistent saving is important.

Sample Enrollment Email

Sample Enrollment Email
Customizable email employers can use during enrollment to introduce the RPB plan and direct employees to next steps.

Contributions

Pre-Tax vs. Roth (Post-Tax) Contributions Explainer
Compares the tax benefits of each contribution type.

Sample Elective Deferral Form
Form employees can use to start, change, or stop retirement plan contributions from their paycheck.

Power of Small Amounts Calculator
Employees can see how contributing 1% more to their retirement account can make a powerful difference over time.

Video

Saving with RPB Video
Introductory video covering the basics of the plan, how to get started, and why saving consistently matters.

Investment Resources

Investment Choice Guide (English | Spanish)
Provides details on the plan’s investment options and fund objectives.

Investment Choice Video
Less-technical overview of the plan’s investment options.

Insurance

Insurance Explainer
Explains the insurance options available through RPB.

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Interested in socially responsible investing options for your congregation’s assets?

RPB’s globally diversified Reform Jewish Values Stock Fund is the only SRI fund created in alignment with our Reform Jewish values.

Learn more
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