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Consider the T. Rowe Price Difference

Our Defined Contribution Capabilities

T. Rowe Price

A LEADER IN THE DEFINED CONTRIBUTION BUSINESS

As of March 31, 2019

About T. Rowe Price
  • More than 80 years of investment management experience
  • Global firm headquartered in Baltimore, Maryland, with offices in 16 countries around the world
  • Employing over 7,000 associates worldwide
  • Managing $1,081.7B USD in assets
  • Launched asset allocation suite in 1990
  • 603 investment professionals globally

 

Our DC Footprint
  • DC assets represent over 50% of total firm assets under management (AUM)
  • Leveraging insights gained from more than 2 million Retirement Plan Services participants across more than 4,600 plans1
  • Almost 80% of our defined contribution assets are investment-only
  • 56% of our retirement plan clients have been with us 10 years or more1
  • Deep DC plan design and policy expertise

 

1Plans on our OMNI recordkeeping platform as of December 31, 2018. 


LEVERAGING OUR ENTERPRISE FOR YOUR SUCCESS

  1. Investment Solutions

    Deep insights into industry and retirement trends from a global research platform and investment team steeped in retirement.

  2. Consultant Relations/Advisor Teams

    Dedicated service team whose insights are available to you and your consultant or advisor.

  3. DC Strategist

    DC experts with an average of 17 years of investment- and retirement-related experience.

  4. Compliance/Legislative Experts

    An informed understanding of every step of the DC plan ecosystem, with close proximity to the participant and relationships across recordkeepers, consultants, adn plan sponsors.


EXTENSIVE SOLUTION SET

Target Date

Offering a full suite of solutions of active and blended approaches with multiple glide path options and institutional vehicles available.

Fixed Income

Meeting diverse lineup options:

  • Capital preservation
  • Income generation
  • Inflation protection
Equity

Expansive coverage:

  • Broad market exposure
  • Developed and emerging
  • Domestic and global
  • Across market capitalization
Multi-Asset

Drawing from our diverse capabilities to deliver custom solutions.


OUR STRENGTHS WORK TOGETHER TO SERVE CLIENTS

DC expertise - offering a team of DC epxerts whose insights are available to you and your consultant or advisor

Shared vision - aligning to your needs as a fiduciary is in our DNA

Solutions orientation - knowing that you are unique and your retirement plan solutions should be too

Collaborative culture - leveraging our global franchise to place premium resources in your hands

Stability - serving our clients for nearly 80 years


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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