Download

Audience for the document: Share Class: Language of the document:

Download

Share Class: Language of the document:

Change Details

If you need to change your email address please contact us.
Subscriptions
OK
You are ready to start subscribing.
Get started by going to our products or insights section to follow what you're interested in.

Products Insights

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

Other Literature

You have successfully subscribed.

Notify me by email when
regular data and commentary is available
exceptional commentary is available
new articles become available

Thank you for your continued interest

Please enter valid search characters

Defined Contribution Insights

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

DB Impact On Your Target Date Glide Path

23 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 Senior Manager, Retirement Thought Leadership

29 January 2021 / Retirement Insights

Insights on the Retirement Environment

Insights on the Retirement Environment

Insights on the Retirement Environment

Findings from our inaugural DC Consultant Study, combined with our latest plan sponsor...

30 November 2020 / INVESTMENT INSIGHTS

Beyond Averages: A More Robust Approach to...

Beyond Averages: A More Robust Approach to Glide-Path Design

Beyond Averages: A More Robust Approach to Glide-Path Design

Key Inputs Should Reflect Diversity of DC Plan Populations.

By Lorie Latham, Zachary Rayfield & Kathryn Farrell

By Lorie Latham, Zachary Rayfield & Kathryn Farrell

25 September 2020 / Retirement Insights

Is Student Loan Debt a Barrier to Saving...

Is Student Loan Debt a Barrier to Saving for Retirement?

Is Student Loan Debt a Barrier to Saving for Retirement?

Is Student Loan Debt a Barrier to Saving for Retirement?

By Joshua Dietch

Joshua Dietch Vice President, Retirement Thought Leadership

31 August 2020 / Overview

T. Rowe Price's Glide‑Path Design Framework

T. Rowe Price's Glide‑Path Design Framework

T. Rowe Price's Glide‑Path Design Framework

An investment and behavioral solution.

By Multiple Authors

By Multiple Authors

16 July 2020 / Retirement Insights

DOL Reaffirms 1975 Rule

DOL Reaffirms 1975 Rule

DOL Reaffirms 1975 Rule

The fiduciary investment advice rule is back.

By T. Rowe Price

T. Rowe Price

13 July 2020 / Retirement Insights

IRS Provides Relief for Safe Harbor Contributi...

IRS Provides Relief for Safe Harbor Contribution Changes

IRS Provides Relief for Safe Harbor Contribution Changes

Guidance for reducing or suspending contributions.

By T. Rowe Price

T. Rowe Price

30 June 2020 / Legislative and Regulatory Insights

IRS Provides Coronavirus Relief

IRS Provides Coronavirus Relief

IRS Provides Coronavirus Relief

Expands CARES Act Relief, Adds Clarifications

By T. Rowe Price

T. Rowe Price

30 June 2020 / Retirement Insights

T. Rowe Price Defined Contribution Plan Data

T. Rowe Price Defined Contribution Plan Data

T. Rowe Price Defined Contribution Plan Data

By T. Rowe Price

T. Rowe Price

13 April 2020 / Legislative and Regulatory Insights

Responding to the CARES Act

Responding to the CARES Act

Responding to the CARES Act

Plan Sponsor Checklist

By T. Rowe Price

T. Rowe Price

31 March 2020 / Legislative and Regulatory Insights

Thinking About Suspending Employer Contributio...

Thinking About Suspending Employer Contributions?

Thinking About Suspending Employer Contributions?

The coronavirus could prompt plan sponsors to reduce benefits.

By T. Rowe Price

T. Rowe Price

13 March 2020 / Legislative and Regulatory Insights

SECURE Act Creates Near-Term Challenges

SECURE Act Creates Near-Term Challenges

SECURE Act Creates Near-Term Challenges

Guidance is needed to facilitate implementation.

By T. Rowe Price

T. Rowe Price

28 February 2020 / Retirement Insights

A New Way to Calculate Retirement Health...

A New Way to Calculate Retirement Health Care Costs

A New Way to Calculate Retirement Health Care Costs

Separating premiums and out-of-pocket costs makes it easier to plan for expenses.

By Sudipto Banerjee

Sudipto Banerjee Senior Manager, Retirement Thought Leadership

31 March 2021 / Retirement Insights

Three questions today— an improved DC plan...

Three questions today— an improved DC plan tomorrow

Three questions today— an improved DC plan tomorrow

Your answers could have a long-term impact on your participants.

By Lorie Latham

Lorie Latham Senior Defined Contribution Strategist

31 March 2021 / Retirement Insights

What DC Plan Sponsors Prefer Retiring Particip...

What DC Plan Sponsors Prefer Retiring Participants Do and Why It Matters

What DC Plan Sponsors Prefer Retiring Participants Do and Why It Matters

Postretirement thinking should inform plan sponsor decisions.

By T. Rowe Price

T. Rowe Price

The Strength of Stable Value

7 April 2021 / RETIREMENT INSIGHTS

A Different Perspective on Sequence-of-Returns...

A Different Perspective on Sequence-of-Returns Risk

A Different Perspective on Sequence-of-Returns Risk

Investors should view sequence-of-returns risk in a broad context.

By Kim DeDominicis, Andrew Jacobs Van Merlen & Wyatt Lee

By Kim DeDominicis, Andrew Jacobs Van Merlen & Wyatt Lee

31 March 2021 / RETIREMENT INSIGHTS

Selecting, Evaluating, and Monitoring Investme...

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

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

31 March 2021 / Investment Insights

White Label 2.0

White Label 2.0

White Label 2.0

Lessons learned can provide insights to improve the concept.

By Som Priestley

Som Priestley Multi-Asset Solutions Strategist

31 January 2021 / Retirement Insights

Tell Them: It's OK to Stay

Tell Them: It's OK to Stay

Tell Them: It's OK to Stay

Dispelling myths about 401(k) plans to help your preretirees make informed decisions.

By Kim Boldt, Danielle Evans & Carrie Serio

By Kim Boldt, Danielle Evans & Carrie Serio

12 January 2021 / RETIREMENT INSIGHTS

Reevaluating Risk: Video & Infographic Series

Reevaluating Risk: Video & Infographic Series

Reevaluating Risk: Video & Infographic Series

1 November 2020 / Investment Insights

Auto-enrollment's Long-Term Effect on Retireme...

Auto-enrollment's Long-Term Effect on Retirement Saving

Auto-enrollment's Long-Term Effect on Retirement Saving

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

By T. Rowe Price

T. Rowe Price

15 September 2020 / Retirement Insights

How the Coronavirus Pandemic Is Affecting...

How the Coronavirus Pandemic Is Affecting Retirement Saving

How the Coronavirus Pandemic Is Affecting Retirement Saving

By offering financial wellness programs, plan sponsors can better serve participants...

By Joshua Dietch

Joshua Dietch Vice President, Retirement Thought Leadership

14 July 2020 / Investment Insights

White-Label Options in DC Plans: A Framework...

White-Label Options in DC Plans: A Framework for Consideration

White-Label Options in DC Plans: A Framework for Consideration

Unbranded offerings can improve plan investment lineups.

By Som Priestley

Som Priestley Multi-Asset Solutions Strategist

14 July 2020 / RETIREMENT INSIGHTS

Evolution With Purpose

Evolution With Purpose

Evolution With Purpose

An Informed, Research-Based Approach to Better Retirement Outcomes

By Kim DeDominicis & Lorie Latham

By Kim DeDominicis & Lorie Latham

17 June 2020 / Legislative and Regulatory Insights

FiduciarySource® Guide and Checklis...

FiduciarySource® Guide and Checklist

FiduciarySource® Guide and Checklist

Your fiduciary duties are continuously evolving.

By T. Rowe Price

T. Rowe Price

22 June 2020 / Retirement Insights

Understanding Preretirees' Retirement Income...

Understanding Preretirees' Retirement Income Preferences

Understanding Preretirees' Retirement Income Preferences

Beyond products, plan sponsors and financial professionals can offer an experience...

By Sudipto Banerjee

Sudipto Banerjee Senior Manager, Retirement Thought Leadership

18 May 2020 / Legislative and Regulatory Insights

DOL Provides COVID-19 Relief

DOL Provides COVID-19 Relief

DOL Provides COVID-19 Relief

New Relief Affects ERISA Requirements, Deadlines

By T. Rowe Price

T. Rowe Price

30 April 2020 / Legislative and Regulatory Insights

Congress Passes Coronavirus Relief Package

Congress Passes Coronavirus Relief Package

Congress Passes Coronavirus Relief Package

It provides relief and flexibility for plan participants.

By T. Rowe Price

T. Rowe Price

17 March 2020 / Retirement Insights

Bridging the Gap Between Accumulation and...

Bridging the Gap Between Accumulation and Decumulation for Participants

Bridging the Gap Between Accumulation and Decumulation for Participants

A Guide for Plan Sponsors

By Lorie Latham

Lorie Latham Senior Defined Contribution Strategist

13 February 2020 / Investment Insights

Enhancing the T. Rowe Price Glide Paths

Enhancing the T. Rowe Price Glide Paths

Enhancing the T. Rowe Price Glide Paths

Higher equity allocations reflect changes in retirement investing

By Jerome Clark, Kim DeDominicis & Wyatt Lee

By Jerome Clark, Kim DeDominicis & Wyatt Lee

31 March 2021 / Retirement Insights

It's Time to Get Serious About Retirement...

It's Time to Get Serious About Retirement Income Solutions

It's Time to Get Serious About Retirement Income Solutions

It's Time to Get Serious About Retirement Income Solutions

By Lorie Latham

Lorie Latham Senior Defined Contribution Strategist

For More Powerful Insights

Morningstar Awards 2020©. Morningstar, Inc. All Rights Reserved. Awarded to T. Rowe Price for 2020 U.S. Morningstar Exemplary Stewardship and to Jerome Clark for 2020 U.S. Morningstar Outstanding Portfolio Manager, U.S.A.