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Introducing RPB’s newly expanded Tier 1 funds

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Frequently Asked Questions

We’ve added two new Tier 1 funds: the RPB Moderate Growth Fund and the RPB Moderate Income Fund.

We’ve also renamed the existing Tier 1 funds:

  • The RPB Capital Appreciation Fund is now called the RPB Focused Growth Fund.
  • The RPB Income Focused Fund is now called the RPB Focused Income Fund.
  • The RPB Appreciation and Income Fund is now called the RPB Growth and Income Fund.

The expanded lineup gives participants an easier way to manage their investments according to their risk tolerance—each fund has a different mix of equities and fixed income. With the new Tier 1, you likely only need one fund to achieve your current financial goals.

The investment choices in Tier 2 (self-directed funds) and Tier 3 (social responsibility funds) remain the same.

Unless you make any changes, your money will stay in the funds that you are invested in. Because the names are changing, you will see a transaction on your statement from selling the old fund and buying the renamed fund.

No, you do not need to do anything if you are happy with the funds that you are invested in.

To learn more about the RPB funds and their performance:

  • Log into your account at rpb.org.
  • Select Manage Investments. Then, on the Investments tab, select Performance & Research
  • Select a fund and click on Monthly Fact Sheet to view the performance details.

You can also download the quarterly fact sheets for each fund at rpb.org/factsheets.

If you’re still contributing to your retirement account and would like to change where your new contributions are invested:

  • Log in to your account at rpb.org.
  • Select Manage Investments. Then on the Investments tab, select Change investments.
  • Next, select Change Investment Elections.
  • Follow the step-by-step instructions to make your changes.

If you’d like to adjust how your existing account balance is invested:

  • Login into your account at rpb.org.
  • Select Manage Investments. Then on the Investments tab, select Change investments.
  • Next, select Exchange One Investment or Exchange Multiple Investments.
  • Follow the step-by-step instructions to make your changes.

RPB offers retirement planning tools through Fidelity NetBenefits® that can help estimate your financial needs for retirement. You can access the tools by logging in to the MyRPB for Participants web portal. From there, click Access the Planning and Guidance Center.

You can also receive personalized recommendations from Fidelity’s retirement planners at 800.642.7131. They are available Monday through Friday (except on New York Stock Exchange holidays), 9 a.m. to 9 p.m. Eastern time.


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