Plan Consolidation
Simplify with one retirement plan built for the Reform Movement.
If you offer more than one retirement plan or work with a different plan provider, we can help you consolidate your plans with RPB.
With one plan to manage, administration becomes simpler and all eligible employees have access to the same high-quality plan designed for the Reform Movement.
Exploring Plan Consolidation
To learn how plan consolidation can benefit your organization, contact RPB CFO Alyce Gunn at agunn@rpb.org.
We'll answer your questions, help you understand what to expect, and explain your options. If you decide to move forward, we'll provide a Plan Consolidation Guide and support throughout the transition to RPB.
Moving your employees’ assets from your existing plan and into RPB’s plan will take some time. But, you can begin enrolling employees in RPB immediately and they can start contributing to and managing their RPB accounts as soon as they’re enrolled. They do not have to wait for their assets to transfer from the old plan.
With most plans, you can move your employees from your existing plan to RPB at any time. If your current plan is a SIMPLE IRA, there is a specific timeframe for when you can enroll employees in a new plan. Contact our CFO, Alyce Gunn, at agunn@rpb.org, if you haven't already, and we’ll guide you through the process.
Yes! Visit the Enrolling Your Employees page to tools and resources to help employees enroll in the RPB Plan. Additional brochures and matierals can be found on the Resources and Materials page.