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Choose your site Corporate Personal Investing Workplace Retirement Institutional Investors/Consultants Financial Intermediary Recordkeeping Sponsor/Consultant Oak Hill Advisors, L.P. (OHA) – External Site
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Home / Insights / Defined Contribution Insights

Defined Contribution Insights

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

Participant Education

2023 U.S. Retirement Market Outlook

2021 DC Consultant Study

April 2023 / VIDEO

Is Fixed Income Having an Identity Crisis?

Is Fixed Income Having an Identity Crisis?

Is Fixed Income Having an Identity Crisis?

Future of Fixed Income in DC Plans, 2022 Survey insights from 150+ DC plan sponsors...

By Jessica Sclafani, Som Priestley & Kathryn Farrell

By Jessica Sclafani, Som Priestley & Kathryn Farrell

March 2023 / RETIREMENT

Closing the Gender Retirement Savings Gap

Closing the Gender Retirement Savings Gap

Closing the Gender Retirement Savings Gap

Addressing barriers to retirement savings for women.

By Sudipto Banerjee

Sudipto Banerjee Director of Retirement Thought Leadership

March 2023 / RETIREMENT

Participant Reaction and Trends

Participant Reaction and Trends

Participant Reaction and Trends

A recap of findings and developments in 2022

By T. Rowe Price

T. Rowe Price

October 2022 / RETIREMENT INSIGHTS

Retirement Income Framework

Retirement Income Framework

Retirement Income Framework

September 2022 / VIDEO

Retirement Perspectives: A 360-Degree View of the DC Landscape

Retirement Perspectives: A 360-Degree View of the DC Landscape

Retirement Perspectives: A 360-Degree View...

Our proprietary retirement research guides this discussion on financial wellness,...

By Jessica Sclafani, Kimberly A. Wayne & Rachel Weker

By Jessica Sclafani, Kimberly A. Wayne & Rachel Weker

June 2022 / RETIREMENT INSIGHTS

Automatic Enrollment, Reenrollment, and Retirement Outcomes

Automatic Enrollment, Reenrollment, and Retirement Outcomes

Automatic Enrollment, Reenrollment, and Retirement...

Combining automatic enrollment features can improve retirement savings adequacy.

By Joshua Dietch

Joshua Dietch Head of Retirement Thought Leadership

September 2021 / RETIREMENT INSIGHTS

The Road to Retirement Income

The Road to Retirement Income

The Road to Retirement Income

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

Target Date Solutions

The Strength of Stable Value

June 2023 / RETIREMENT INSIGHTS

SECURE 2.0 Could Boost the Financial Wellness Landscape

SECURE 2.0 Could Boost the Financial Wellness Landscape

SECURE 2.0 Could Boost the Financial Wellness...

Optional provisions in new law could help improve retirement outcomes.

By Sudipto Banerjee & Rachel Weker

By Sudipto Banerjee & Rachel Weker

April 2023 / RETIREMENT INSIGHTS

Reference Point: Annual Recordkeeping Report

Reference Point: Annual Recordkeeping Report

Reference Point: Annual Recordkeeping Report

By T. Rowe Price

T. Rowe Price

March 2023 / RETIREMENT

Implementing an In-Plan Retirement Income Solution

Implementing an In-Plan Retirement Income Solution

Implementing an In-Plan Retirement Income...

Insights from plan sponsors and consultants and five key lessons from a case study.

By Jessica Sclafani

Jessica Sclafani Senior Defined Contribution Strategist

February 2023 / RETIREMENT INSIGHTS

Secure 2.0 Passed—What Plan Sponsors Need to Know

Secure 2.0 Passed—What Plan Sponsors Need to Know

Secure 2.0 Passed—What Plan Sponsors Need...

A summary of key provisions and how to prioritize implementation

By T. Rowe Price

T. Rowe Price

August 2022 / RETIREMENT INSIGHTS

Selecting, Evaluating, and Monitoring Investments in DC Plans: A Legal...

Selecting, Evaluating, and Monitoring Investments in DC Plans: A Legal...

Selecting, Evaluating, and Monitoring Investments...

June 2022 / RETIREMENT INSIGHTS

Automatic Enrollment’s Long-Term Effect on Retirement Savings

Automatic Enrollment’s Long-Term Effect on Retirement Savings

Automatic Enrollment’s Long-Term Effect on...

Defaults matter: Do automatic features in 401(k) plans lead to better financial outcomes?

By Joshua Dietch

Joshua Dietch Head of Retirement Thought Leadership

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

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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