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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
Feel Retirement Certain.
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.
20+
years of shaping retirement futures
2/3
of assets under management is retirement related1
450+ Billion
Target date assets under management2
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.
Participant Reactions to Market Volatility
During recent market volatility, plan participants largely maintained their investment strategies. Learn more here.
Reference Point: Annual Recordkeeping Report
Reference Point provides T. Rowe Price recordkeeping data and actionable insights into plan and participant activity throughout the year.
A Behavioral Case for Annuities
Most money conversations are dominated by how much to save, with very little attention to spending. Annuities can help retirees preserve assets and maintain a desired lifestyle.
The High Cost of Cashing Out
Discover how staying invested versus cashing out during downturns can significantly impact long-term portfolio growth.
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.
From microsites, videos, and brochures, T. Rowe Price has the target date educational resources to meet your participants' needs.
CONFIDENT CONVERSATIONS® 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.
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 (Trust) is not a mutual fund; rather, the Trust is operated and maintained so as to qualify for exemption from registration as a mutual fund pursuant to Section 3(c)(11) of the Investment Company Act of 1940, as amended. The Trust is 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 Trust are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies or T. Rowe Price Trust Company and are subject to investment risks, including possible loss of principal. Although the Trust seeks to preserve the value of your investment at $1.00 per unit, it is possible to lose money by investing in the Trust. For additional information on the common trust fund being offered, including a trust fact sheet, please call T. Rowe Price.
Relevant education and insights to help your participants feel confident about financial decisions.
Ways to Help Women Overcome the Retirement Savings Gap and Boost Confidence
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.
You're Age 35, 50, or 60: How Much Should you have Saved for Retirement by Now?
It’s important to make steady progress toward saving for retirement, no matter what your age.
How Spenders can Save More: Key Insights from our Latest Study
Our study uncovers several connections between savings motivations, money behaviors, and financial stress levels according to an individual's financial personality type.
How can I Create a Smarter Strategy for Claiming my Social Security Benefits?
By considering a more purposeful claiming strategy, you may increase your lifetime benefit in retirement.
T. Rowe Price Insights
Discover more perspectives on the markets, retirement, and personal finance to help your participants on their journey to retirement.
Retirement is at the heart of what we do.
Let us help support your participants' financial education—contact us today.
- 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
Contact your Client Service Professional.
Additional capabilities and insights
Defined Contribution Insights
Access proprietary retirement research anddiscover new opportunites to help improveretirement outcomes.
Target Date Solutions
Our time-tested target date solutions are designedto help plan participants reach their best retirement.
1As of December 31, 2023.
2Combined target date portfolios include assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates as of 30 June 2024. T. Rowe Price Trust Company, as trustee for the T. Rowe Price Common Trust Funds (“Trusts”), has retained the services of T. Rowe Price Associates, Inc. and/or its investment advisory affiliates to assist it in the investment of assets of the Trusts. Figures above include Trusts’ assets.
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