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About Us
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The power to take retirement plans to the next level

Unlock the full potential of your retirement plan. Draw on our 40+ years of recordkeeping experience to meet your plan's goals—now and in the future.

T. Rowe Price at a glance.

Founded in 1937, T. Rowe Price is a leading independent investment management firm.

  • Total assets under management: US $1.35 trillion1
  • Over 40 years of recordkeeping experience
  • More than 2.3 million plan participants across more than 8,200 plans2
  • Employs more than 7,800 associates worldwide in 17 markets2
“I am in awe of the depth of research done to improve systems, communications, and both the participant and sponsor experience. The strides that are continually being made toward improving everything (content, layout, functionality) of all media and interactions has been noticeable and impressive.”–Client satisfaction survey, Chatham Partners, 2022

A history of high satisfaction.

Tenured and experienced teams. Processes built on best practices. A steadfast client-first commitment.

It’s this focus on delivering exceptional service year after year that has led to our clients awarding T. Rowe Price consistently high marks in Chatham Partners’ annual client satisfaction survey:

2022 Chatham Client Rankings #1 Overall Satisfaction 6 years in a row
#1 Net Promoter Score 8 years<sup>&#174;2</sup> in a row
2022 Chatham Client Rankings #1 Loyalty 3 years in a row
Client tenure: 15 Years

Average Client Tenure3

96% Overall client satisfaction

Overall Client Satisfaction

Source: Chatham Partners 2022 Client Satisfaction Survey. The Chatham benchmark includes firms that represent 54% of the total recordkept market share (source: Cerulli 2021 U.S. Retirement Markets Report). The Chatham Partners’ Net Promoter Score (NPS) measures clients’ likelihood of recommending T. Rowe Price. Respondents are categorized as Promoters, Passives, or Detractors. The NPS is the percentage of Promoters minus the percentage of Detractors. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc.

"T. Rowe Price is effective with their response to our needs; we see improvements and enhancements to the website and educational offerings."–Client satisfaction survey, Chatham Partners, 2022

Adaptability. Expertise.

See why our retirement plan solutions are designed to suit the unique needs of each client we serve.

Retirement Solutions
"...you have made the [retirement plan] experience easy to understand and helpful. I look forward to growing and investing towards my future with the help of you to guide me to my retirement success! Thank you!" –Participant feedback survey, July 2022

Award-winning participant education and experiences.

The success of your retirement plan depends on how employees are using it. At every touchpoint, we look to engage employees and motivate them to act, using simple, personalized experiences that have been tested for usability and effectiveness.

Our most recent awards for plan sponsor and participant experiences and education include:

P&I First Place Eddy Awards 2021–2023

  • 2021: Client-Specific Plan Transitions Campaign
  • 2021: Client-Specific Ongoing Investment Education Campaign
  • 2021: Target Date Glide Path Video
  • 2022: SmartVideo Account Check-In
  • 2023: Retirement Income Experience

Corporate Insight's
Retirement Plan Monitor 2022

  • GOLD: Plan Sponsor Reporting
  • SILVER: Participant Account Information
  • BRONZE: Institutional Plan Information

PLANSPONSOR Magazine
2022 Defined Contribution Survey

  • 16 Best in Class Awards and three Service Commendations based on responses to PLANSPONSOR’s 2022 DC Provider Survey:
    • Five Best in Class Awards and three Service Commendations for the $50MM--$200MM plans category
    • 11 Best in Class Awards for >$1B plans category

IMEA STAR Award 2021

  • Thought Leadership Retirement Category Winner: T. Rowe Price Reference Point

MarCom Awards 2022

  • PLATINUM: Account Check-In
  • PLATINUM: Destination Retirement
  • GOLD: CONFIDENT CONVERSATIONS on Retirement

 

40 years in Retirement Savings

A leader in defined contribution

In 1972, as a pioneer in the defined contribution field, T. Rowe Price became the first mutual fund company to offer its funds as investment options for retirement plans. In 1978, we developed the first retirement plan recordkeeping system to accommodate both mutual fund share accounting and daily valuation. As a result, T. Rowe Price clients and their employees could obtain investment alternatives and daily valuation plan accounting and administration from a single source -- a milestone in employee benefit services. With the addition of our trust services in 1983, T. Rowe Price launched the era of comprehensive defined contribution plan services from a single provider.

In 1990, T. Rowe Price incorporated our Retirement Plan Services Division as an independent subsidiary dedicated exclusively to helping our clients meet their benefits goals. This event signals our continuing commitment to deliver the highest-quality service, with solutions that are appropriate for every plan, state-of-the-art recordkeeping, and effective participant communications.

About T. Rowe Price

Our client focus succeeds thanks to the efforts of some of the most tenured professionals in the industry, who are constantly working to provide reliable, consistent service to all of our clients—from plan sponsors and their employees, to their advisors and consultant partners.

Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, retirement plan sponsors, and financial intermediaries.

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PlanAdviser 2023 Adviser Choice Award- Recordkeeping
Barron's 100 most sustainable companies 2023
U.S. Chamber of Commerce Citizens Awards 2020
Newsweek America's Most Responsible Companies 2023

From Fortune, ©2023 Fortune Media IP Limited. All rights reserved. Fortune® is a registered trademark and Fortune World’s Most Admired Companies™ is a trademark of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, T. Rowe Price.

Pensions & Investments, 2021 Best Places to Work in Money Management, published December 13, 2021.

Barron’s Most Sustainable Companies: Used with permission. ©2023 Dow Jones & Company, Inc.

Contact your T. Rowe Price representative to find out how we can take your plan to the next level.

Disclaimers

1 The combined assets under management of the T. Rowe Price group of companies. Data as of September 30, 2023.

2 As of September 30, 2023.

3 Clients with plans on our OMNI recordkeeping platform as of September 30, 2023.

202310-2731928

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T. Rowe Price Retirement Plan Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this website (including all links) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised on this website.

T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds ©2024 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. RETIRE WITH CONFIDENCE is a trademark of T. Rowe Price Group, Inc.