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2025 RPB Fund
Lineup Changes

RPB's new fund lineup is here.

We’ve updated our Tier 1 and Tier 2 fund choices in the RPB retirement plan.

This new fund lineup reflects the current standards and best practices in retirement investing. These changes are designed to give you access to the best investment choices and even easier and more flexible ways to save for your retirement.

Changes in effect as of May 1, 2025:

  • Tier 1
    The five current target allocation funds have been replaced with a series of target date funds.

  • Tier 2
    The self-directed choices have increased from 9 to 12 funds. Five new funds have been added, two funds have been eliminated, and one fund has been replaced.

  • Tier 3
    Nothing will change.

Resources

Sign up for a virtual one-on one meeting with Michael Kimmel or Robert Perry.


New Fund Lineup Fact Sheets


Get a printable version of this information.
Download PDF


Investment Choice Video

What does this mean for you?

If you had money invested in a fund that’s been removed, your investments were automatically transferred to the new fund(s) on May 1.

Starting May 1:
  • Review your new investment allocations. Make any changes based on your risk tolerance and retirement goals.

  • Meet with your financial advisor or call a Fidelity Retirement Planner at 800.328.6608, if you have questions or need guidance in selecting investments.

  • Schedule a personal 1:1 meeting with Michael Kimmel, CEO, or Robert Perry, Director of Participant and Employer Services at RPB. Virtual appointments are available until May 16.

  • Or just call us. We’re also happy to speak with both you and your financial advisor, if you have one.

NEW TIER 1 FUNDS
New Tier 2 Choices
WHERE YOUR MONEY WILL GO
New Fund Lineup
FAQ

Questions?

Contact our Participant Services Team

Robert Perry
Director of Participant and Employer Services
646.884.9890
rperry@rpb.org

Michael Kimmel
Chief Executive Officer
646.884.9886
mkimmel@rpb.org


Talk to a Fidelity Retirement Planner

800.328.6608
Monday through Friday (except N.Y. Stock Exchange holidays)
9 a.m. to 9 p.m., Eastern time


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