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 New York holidays) from 8:30 a.m. to midnight, 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 a one-time partial distribution, including outbound rollovers, log in to your NetBenefits account to start the process.
The default tax rate for direct withdrawals (non-rollovers) is 0% for clergy and 20% for non-clergy. For a different withholding, you must call Fidelity at 800.343.0860 to complete the distribution request. Tax changes cannot be done online via NetBenefits.
RECURRING DISTRIBUTIONS
(Systematic Withdrawal Payment)
To establish or change a recurring distribution, such as a flexible monthly payment, 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
Vanessa Stevens
646.884.9893
vstevens@rpb.org
Contributions, Distributions, and Account Access Questions
Alyce Gunn
646.884.9888
agunn@rpb.org
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RPB is here for you.
We’ve been a trusted partner to the Reform Movement for 75 years.