Research Study

Retirement Savings and Spending Study

T. Rowe Price

A Focus on Financial Priorities and Advice

Our annual participant survey, Retirement Savings and Spending, examines the attitudes and behaviors of 401(k) plan participants to provide insights for plan sponsors and their advisors. 

2017 Study

A Focus on Financial Priorities and Advice

2 in 5

Only 2 in 5 participants report a great deal of progress toward their top financial goal 


67% say they rely somewhat or a great deal on their 401(k) plan provider for advice/support  

1 in 4

Only 1 in 4 want investment support 

Key Finding #1

Participants and the Advice They Want

How participants view the kinds of advice and support they want for helping with their financial priorities. Includes data on advice trends and actions for sponsors and advisors. Read More...

Key Finding #2

Financial Priorities

How participants' multiple, conflicting financial priorities demonstrate the need for financial wellness strategies. Read More...

T. Rowe Price Investment Services, Inc.



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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®). TRP has been independently verified for the twenty one- year period ended June 30, 2017 by KPMG LLP. The verification report is available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm's policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.

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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