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Retire with Confidence©

Participant Education

For over 80 years, we have helped participants and investors pursue their best outcomes, not just for retirement, but for life. Learn how we can support your plan participants’ financial education.

deep retirement expertise

Retirement is at the heart of what we do

At T. Rowe Price, we provide financial education that adjusts to participant needs and lifestages—to, through, and beyond retirement. Our robust financial education from across the firm is innovative and informative, with a strong foundation of behavioral finance principles.

We will work with you, your recordkeeper, and consultants to support your participants’ financial education needs. So whether you are interested in target date education, financial wellness, employee meeting support, or something else, contact us today to see how we can help.

Powerful participant

Our proprietary retirement research, shaped by decades of defined contribution (DC) experience, will help you discover new opportunities to help improve retirement outcomes for your participants.

Robust financial education

Our comprehensive tools and resources aim to help achieve higher participant engagement and drive better retirement readiness.

Collaborative support from a trusted source

Our unique engagement model and financial education program is designed to enhance your existing participant experience to support you and your employees.

Powerful participant insights

We share insights to help you make better decisions as you navigate the ever-changing DC landscape.  

Our proprietary retirement research is based on participant behavior, plan design, and retirement policy.

2023 U.S. Retirement Market Outlook

In our second annual Retirement Market Outlook, we look at helping Americans get and stay on track with their retirement savings, providing the holistic help savers need while navigating market uncertainty and volatility.

Reference Point: Annual Recordkeeping Report

Reference Point provides T. Rowe Price recordkeeping data and actionable insights into plan and participant activity throughout the year.

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

Our proprietary retirement research guides this discussion on financial wellness, investment insights, qualified default investment alternatives (QDIAs), and retirement income.

Participant Reaction and Trends

A comprehensive report on the state of participant financial landscape and how participants are behaving in plan. Highlights to include economic data, consumer spending trends, and participant behavior in plan.

Multimedia financial education library

We provide collaborative support in participant communications—including educational resources, tools, and insights—to help serve your participants today and into the future. 

Target Date

Our robust multimedia library will teach participants the benefits and considerations of target date investing, glide path design, and active management.


Stable Value

Stable value is designed to do what its name suggests—maintain a stable value regardless of how the market performs in an effort to preserve savings. Our education helps explain the intricacies of this capital preservation investment, using simple, direct language and concepts. 

The T. Rowe Price Stable Value Common Trust Fund (T. Rowe Price Stable Value Fund). The T. Rowe Price Stable Value Fund is not a mutual fund. It is a common trust fund established by T. Rowe Price Trust Company under Maryland banking law, and its units are exempt from registration under the Securities Act of 1933. Investments in the T. Rowe Price Stable Value Fund are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies, or T. Rowe Price Trust Company. You could lose money by investing in the Trust. Although the Trust seeks to preserve the value of your investment at $1.00 per unit, it cannot guaranteed to do so. T. Rowe Price Trust Company retains T. Rowe Price Associates, Inc., as an investment advisor to assist it in the investment of the T. Rowe Price Stable Value Fund’s assets.

Relevant education and insights to help your participants feel confident about financial decisions.

Closing the Gender Gap in Retirement Savings

Addressing barriers to retirement savings for women.

Beyond Retirement Savings: How to Achieve the Post-Career Life You Want

Steps to help you connect the nonfinancial aspects of retirement to your financial planning.

2023 Key Financial Numbers That You Need to Know 

Retirement contribution limits, tax rates, and more information to keep in mind throughout 2023.

Developing Healthy Money Habits: 6 Smart Ways to Help Boost Your Financial Wellness

Make saving easier and help reduce financial stress by considering these steps.

4 Ways to Help Preserve Your Portfolio in Volatile Markets

How to be better prepared when market volatility hits.

T. Rowe Price Insights

Discover more perspectives on the markets, retirement, and personal finance
to help your participants on their journey to retirement.

CONFIDENT CONVERSATIONSTM on Retirement is a podcast series designed to help investors make more informed decisions on retirement. The podcast features T. Rowe Price financial professionals sharing their perspectives and providing tangible strategies on a range of investment-related topics.

Listen and subscribe now wherever you get your podcasts.

Retirement is at the heart of what we do. 

Let us help support your participants' financial education—contact us today.

Contact your Client Service Professional.

  • Deep retirement expertise and powerful participant insights based on our proprietary research
  • Robust participant education library, including valuable resources, tools, and insights
  • Collaborative support to enhance your participants’ financial education

Additional capabilities and insights

Defined Contribution Insights

Access proprietary retirement research and
discover new opportunites to help improve
retirement outcomes.

Target Date Solutions

Our time-tested target date solutions are designed to help plan participants reach their best retirement.



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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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