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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. Enrolling in the plan is only the first step. 

The resources below can help you introduce the plan, highlight valuable benefits, and encourage employees to take full advantage of what's available to them. 

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

Use these materials to support employee conversations about the RPB retirement and insurance plans during enrollment and beyond. 

Once they’re enrolled, RPB also provides ongoing education and support to help them along the way. 

Questions?

We'll walk you through how to enroll your staff and explain 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
Shows how even a small increase in contributions 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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