Please note that RCRP cannot give individual tax or investment advice. We recommend consulting a tax professional or financial planner.These initial options are:
Please note that contributions need to be received by Fidelity no later than December 15 to be processed and included in the current tax year.
Transfer/Rollover of Funds (if applicable). You may have funds, earned as a rabbi or cantor, in other retirement accounts such as an IRA or 403 (b) account that you want to transfer/rollover to your RCRP account. Check the FAQ section of our website http://www.rabbisretirementplan.org/faqs/ for more information, and to confirm these funds are eligible to be transferred to RCRP. Let us know you have funds to rollover and we’ll send you instructions.
Fidelity salary deferral form (to give to your employer)