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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.

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September 2021 / RETIREMENT INSIGHTS

The Road to Retirement Income

What we have learned.

Our proprietary research has raised valuable insights along the road to retirement income solutions for retirees. Explore what we have learned, what to consider, and what questions to ask.

The Road to Retirement Income

1Building Our Perspective with Data

At T. Rowe Price, we build our perspective on retirement income on proprietary research and data to understand retiree spending needs.

2Retirement Income: What are we solving for?

Does your plan have retirement income solutions to meet retirees’ various income needs?

3A Framework for Planning a Suite of Retirement Income Solutions

Our evaluation framework can help guide your committee through a careful assessment of the retirement income landscape.

Important Information

This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.

The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.

The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries. The material is provided upon specific request. It is not intended for distribution to retail investors in any jurisdiction.

The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.

Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. There is no guarantee that any forecasts made will come to pass.

USA—Issued in the USA by T. Rowe Price Associates, Inc., 100 East Pratt Street, Baltimore, MD, 21202, which is regulated by U.S. Securities and Exchange Commission. For Institutional Investors only.

©2021 T. Rowe Price. All rights reserved. T. Rowe Price INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc.

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Financial Wellness in Retirement
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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

By Lorie Latham

Lorie Latham Senior Defined Contribution Strategist

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