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Making the Benefit Connection Series

May 2023 / RETIREMENT

Making the Benefit Connection

Making the Benefit Connection

Making the Benefit Connection

The importance of defined benefit plans in glide path evaluation.

By Multiple Authors

By Multiple Authors

May 2023 / RETIREMENT INSIGHTS

How Do You Evaluate a Glide Path?

How Do You Evaluate a Glide Path?

How Do You Evaluate a Glide Path?

Glide path evaluation is not an easy task.

By Multiple Authors

By Multiple Authors

May 2023 / RETIREMENT INSIGHTS

Understanding the Substitution Effect

Understanding the Substitution Effect

Understanding the Substitution Effect

DB plans as a substitute for a richer DC benefit.

By Justin Harvey, Adam Langer & James Tzitzouris Jr.

By Justin Harvey, Adam Langer & James Tzitzouris Jr.

May 2023 / RETIREMENT

Plan Sponsor, Plan Sponsor, Make Me a Match

Plan Sponsor, Plan Sponsor, Make Me a Match

Plan Sponsor, Plan Sponsor, Make Me a Match

Savings behavior impacts glide paths more than DC match formulas.

By Justin Harvey & Adam Langer

By Justin Harvey & Adam Langer

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May 2023 / RETIREMENT INSIGHTS

Mixed Benefits: Identifying a Single Glide Path for All

Mixed Benefits: Identifying a Single Glide Path for All

Mixed Benefits: Identifying a Single Glide...

Closed and frozen defined benefit plans shape glide path design.

By Kathryn Farrell, Justin Harvey & Adam Langer

By Kathryn Farrell, Justin Harvey & Adam Langer

May 2023 / RETIREMENT INSIGHTS

The Importance of Defined Benefit Plan Design

The Importance of Defined Benefit Plan Design

The Importance of Defined Benefit Plan Design

Defined benefit plans don’t all impact glide paths the same way.

By Justin Harvey & Adam Langer

By Justin Harvey & Adam Langer

May 2023 / RETIREMENT

When the Retirement Clock Gets Wound Forward

When the Retirement Clock Gets Wound Forward

When the Retirement Clock Gets Wound Forward

Glide path design should reflect possibility of early retirement.

By Justin Harvey & Adam Langer

By Justin Harvey & Adam Langer

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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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