Contact Us
RPB is here to help
We're happy to help our plan participants, congregations, and professional associations understand and manage their RPB accounts and benefits. Our dedicated New York-based team is ready to answer your questions. You can make most account changes online through Fidelity NetBenefits or by calling Fidelity. But if you need additional support, please contact us.
Nicole Daniel, Participant Account Associate
646.884.9891
ndaniel@rpb.org
Chase Bouchie, Employer Account Associate
646.884.9897
cbouchie@rpb.org
Robert Perry, Director of Participant and Employer Services
646.884.9890
rperry@rpb.org
Fidelity Retirement Service Center
800.343.0860
Monday through Friday (except N.Y. Stock Exchange holidays),
8:30 a.m. to midnight, Eastern time
Fidelity Retirement Planners
800.642.7131
Monday through Friday (except N.Y. Stock Exchange holidays),
9 a.m. to 9 p.m., Eastern time
Contact By Topic
Change of Address
Log in to NetBenefits to change your address.
Change of Beneficiary, Employment, Marital Status, or to report a death
Nicole Daniel
646.884.9891
ndaniel@rpb.org
Robert Perry
646.884.9890
rperry@rpb.org
Incoming rollovers, 403(b) Rules,
Rabbi Trust Rules
Robert Perry
646.884.9890
rperry@rpb.org
Alyce Gunn
646.884.9888
agunn@rpb.org
Contribution Payments
Chase Bouchie
646-884-9897
cbouchie@rpb.org
Vanessa Stevens
646.884.9893
vstevens@rpb.org
Alyce Gunn
646-884-9888
agunn@rpb.org
ONE-TIME DISTRIBUTIONS
To request a full distribution or one-time partial distribution, including outbound rollovers, log in to your NetBenefits account.
The default tax rate for direct distributions (non-rollovers) is 0% for clergy and 20% for non-clergy. You can change the tax rate on NetBenefits or call Fidelity at 800.343.0860 to complete the distribution request.
SYSTEMATIC WITHDRAWALS
(Recurring Distributions)
To establish or change a systematic withdrawal, call Fidelity at 800.343.0860.
CARES Act
For COVID-19-related distribution requests under the CARES Act, call Fidelity at 800.343.0860
Other general questions about distributions
Robert Perry
646.884.9890
rperry@rpb.org
Nicole Daniel
646.884.9891
ndaniel@rpb.org
New Loan Requests
Log in to your NetBenefits account or Call Fidelity at 800.343.0860
Change Bank Account Information for an existing Loan
Log in to your NetBenefits account
CARES Act
For COVID-19-related loan requests under the CARES Act, call Fidelity at 800.343.0860
Insurance Policy Questions and Claims
Robert Perry
646.884.9890
rperry@rpb.org
Alyce Gunn
646-884-9888
agunn@rpb.org
Other Participant Questions
Nicole Daniel
646.884.9891
ndaniel@rpb.org
Other Employer Questions
Chase Bouchie
646-884-9897
cbouchie@rpb.org
Participant Questions
Nicole Daniel
646.884.9891
ndaniel@rpb.org
Robert Perry
646.884.9890
rperry@rpb.org
Employer Questions
Chase Bouchie
646-884-9897
cbouchie@rpb.org
Robert Perry
646.884.9890
rperry@rpb.org
Public Relations Questions
Stephanie Berger
646.884.9892
sberger@rpb.org
Contributions, Distributions, and Account Access Questions
Alyce Gunn
646.884.9888
agunn@rpb.org
Reform Jewish Values Stock Fund Questions
Michael Kimmel
646.884.9886
mkimmel@rpb.org
Vanessa Stevens
646.884.9893
vstevens@rpb.org
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RPB is here for you.
We’ve been a trusted partner to the Reform Movement for 75 years.