Our participant experience builds confidence and inspires action
We help participants feel informed and ready to take the next steps toward retirement.
It’s comprehensive
An experience that meets participants where they are. No two retirement paths look the same. That’s why we deliver an integrated experience. Intuitive tools, clear insights, and meaningful education are combined to help participants feel prepared for the retirement they envision.
It’s personalized
Personalized guidance that motivates action. The award-winning SmartVideo delivers customized insights and income projections that help participants take meaningful steps toward retirement readiness. SmartVideo viewers were 2x more likely to increase discretionary deferrals.1
It's inclusive—by design
For Spanish-speaking participants, we provide engaging, culturally relevant experiences, developed with defining insights in mind, not simply translated.
Spanish Portal
No sign-in required. Videos, articles, webinars, podcasts, and more in Spanish covering topics such as savings, investments, financial wellness, and retirement planning.
Spanish web experience
~79% of Hispanic adults feel their retirement savings are not on track.2 That’s why our comprehensive participant website is always evolving to meet the needs of Spanish speakers.
Additional Spanish offerings
We take it beyond the website with the T. Rowe Price Personal® app, live meetings and webinars, and dedicated Spanish-speaking phone representatives.
It's award-winning
Our participant education has been recognized within the industry.
P&I Eddy Awards
First Place
- Financial Wellness Confidence Builder (2024)
Second Place
- Financial Wellness education campaign (2026)
- SmartVideo contribution change (2025 tie)
- SmartVideo withdrawal options (2025 tie)
- Cybersecurity campaign (2024)
- Diversity, Equity, and Inclusion campaign (2024)
IMEA STAR Award
- Investor Content | Retirement category SmartVideo suite (2025)
Recognized by Corporate Insights Retirement Plan Monitor: Excellent score (the Workplace Retirement Site contributions tab and change contributions experience)
Source: Corporate Insights Retirement Plan Monitor, 2025.
Take your plan to the next level
Contact your T. Rowe Price representative to elevate your participant experience.
Important Information
1Results based on 103,970 SmartVideo viewers from January 1, 2024, through September 30, 2024. Deferral results do not include participants using the auto-increase service. Results are sourced from the TRPEvents dataset within Adobe Data Workbench and compared with a control group of participants with similar eligibility and account characteristics. Source: Ignitio/T. Rowe Price.
2Federal Reserve 2023 Survey of Household Economics and Decisionmaking (SHED).
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