Plan Consolidation
Simplify with one retirement plan built for the Reform Movement.
If you offer more than one retirement plan to your employees or if you currently use a different plan provider, we can help you consolidate your plans with RPB.
That way, you’ll only have one plan to manage and all of your employees will have access to the same high-quality plan designed to meet the needs of the Reform Movement.
To begin the consolidation process:
Contact RPB CFO Alyce Gunn at agunn@rpb.org so that we can guide you through the process.
After we consult with you, we'll provide a Plan Consolidation Guide for your type of plan and walk you through the process of switching over to RPB.
Moving your employees’ assets out of 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! Go to the Enrolling Your Employees page to prepare your employees to enroll in the RPB Plan and share our robust employee resources. Additional brochures and resources can be found on the Resources and Materials page.