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Home / Insights / null / Defined Contribution Insights

Defined Contribution Insights

Access proprietary retirement research and discover new opportunities to improve retirement outcomes.

2021 Defined Contribution Consultant Study

2022 Retirement Market Outlook

May 2022 / RETIREMENT INSIGHTS

Reference Point: Annual Recordkeeping Report

Reference Point: Annual Recordkeeping Report

Reference Point: Annual Recordkeeping Report

February 2022 / INVESTMENT INSIGHTS

White‑Label Options in DC Plans: A Framework for Consideration

White‑Label Options in DC Plans: A Framework for Consideration

White‑Label Options in DC Plans: A Framework...

Unbranded offerings can improve plan investment lineups.

By Som Priestley

Som Priestley Multi-Asset Solutions Strategist

April 2021 / RETIREMENT INSIGHTS

New Outlook on Income

New Outlook on Income

New Outlook on Income

A framework for evaluating retirement income solutions in defined contribution plans

March 2021 / Investment Insights

White Label 2.0

White Label 2.0

White Label 2.0

Lessons learned can provide insights to improve the concept.

Target Date Solutions

The Strength of Stable Value

March 2022 / VIDEO

Race, Retirement, and the Savings Gap

Race, Retirement, and the Savings Gap

Race, Retirement, and the Savings Gap

What can the retirement industry do to narrow racial and ethnic disparities?

By Sudipto Banerjee

Sudipto Banerjee Director of Retirement Thought Leadership

January 2022 / VIDEO

Is Your Target Date Solution Fit for Purpose?

Is Your Target Date Solution Fit for Purpose?

Is Your Target Date Solution Fit for Purpose?

By T. Rowe Price

T. Rowe Price

August 2021 / RETIREMENT INSIGHTS

Participant Insights on Financial Wellness

Participant Insights on Financial Wellness

Participant Insights on Financial Wellness

We explore the financial attitudes of savers and retirees, as well as racial and...

By Joshua Dietch

Joshua Dietch Head of Retirement Thought Leadership

March 2021 / RETIREMENT INSIGHTS

Decoding Retiree Spending

Decoding Retiree Spending

Decoding Retiree Spending

A better understanding of spending patterns may transform retirement income solutions

By Sudipto Banerjee

Sudipto Banerjee Director of Retirement Thought Leadership

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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the twenty four-year period ended June 30, 2020, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request. 

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