2020 Retirement Planning Seminar | Reform Pension Board | 9 November 2020 | Virtual Event

Each year, RPB hosts a retirement planning seminar to help our plan participants ensure that they are on track for the retirement they want. We encourage participants—and their partners—to begin attending as early in their career as they’d like. Many participants attend more than once to hear from our changing panel of experts about the current trends and regulations impacting the retirement landscape.

At the seminar, along with meeting with a retirement specialist for a personal consultation, you’ll be able to learn more about:
• How to manage your RPB account after you retire.
• Retirement planning strategies from money management experts.
• The Social Security and Medicare benefits you’re entitled to, and when to take them.
• Navigating the lifestyle and psychological aspects of retirement.
• Dealing with market volatility in your portfolio.
• Negotiating with your employer.

What we provide
RPB provides clergy, professionals, educators, and other staff of Reform Movement congregations and other qualified organizations with plans and programs to help you achieve the type of retirement you desire.
• 403(b) defined-contribution retirement plan
• Deferred compensation plan (Rabbi Trust)
• Term life insurance
• Long term disability insurance
• Retirement plan contribution insurance
• Loans from retirement accounts
• Retirement readiness tools and education
• Congregational investing

Benefit from a custom experience
RPB understands that those working for Reform Movement organizations have unique financial needs. We know that synagogues need to attract and retain the best and the brightest to ensure the future of the Reform Movement. That’s why we’re proud to offer some services and resources that other retirement plan providers can’t.
• Uniquely personal service. Not only do we understand our participants’ professional roles and employers, but we also get to know many of you on an individual level. We take great pride in being able to provide personalized support in a number of ways, including one-on-one customer service handled by our own New York-based team.
• Investing approach aligned with Jewish values. Jewish values guide everything we do, from our Jewish Values Investing Policy to our socially responsible investment option, the Reform Jewish Values Fund, for those who want to “do good while doing well.”
• Tailored investment choices. We offer investment funds for every level of risk tolerance, experience, and desired involvement.
• Non-qualified deferred compensation plan (“Rabbi Trust”). This plan allows employers to contribute more than the annual IRS contribution limit to their employees’ retirement accounts.
• Parsonage. Rabbis with a housing allowance have unique tax situations in retirement. Because distributions from your RPB 403(b) account qualify for a parsonage tax exclusion, retired clergy can use allowable housing expenses to limit their taxable income.
• Collaboration with financial advisors. We partner with our participants’ financial representatives to aid in their financial planning.
• Annual retirement seminar. Our annual retirement planning seminar—which features in-depth sessions with industry experts—helps our plan participants ensure that you are on track for the retirement you want.
• Portability. If you start working for a new eligible employer, your RPB account stays with you; there’s no additional administrative work for you. Your new employer will be responsible for paying the retirement contributions.
• A plan that is always working in participants’ best interest. We have no shareholders to please or revenue goals to meet. Our primary goal is to provide high-quality, low-cost retirement and insurance benefits to empower our plan participants to retire with dignity—which aids employers in attracting strong leaders and allows the Reform Movement to thrive.

2020 Speakers

SPEAKERS:

Michael Kimmel
Chief Executive Officer, RPB

Robert Perry
Director of Participant & Employer Services, RPB

Helen Dennis
Speaker and Author on Aging, Employment and Retirement

Michael Gan
Partner, Peer, Gan & Gisler LLP

Sharon Morton
RJE, Retired Educator

Cindy Enger
Director of Rabbinic Placement, CCAR

Sean Carson
Retirement Specialist, Fidelity Investments

Steve Vernon
Founder & President, Rest-of-Life Communications, & Research Scholar, Stanford Center on Longevity

Geri Allard
Virtual Education Consultant, Fidelity Investments