Founded in 1937, T. Rowe Price is a leading independent investment management firm.
- As of March 31, 2020
“Our account manager is amazing - she has made the difference in our 401(k) experience. I have worked with many 401(k) vendors and our [Qualified Client Administrator] has made working with T. Rowe Price easy and very successful.–Client satisfaction survey, Chatham Partners, 2019
Tenured and experienced teams. Processes built on best practices. A steadfast client-first commitment.
Our continual focus on streamlining plan management, building trusted relationships, and embracing efficiency has led to high client tenure, strong client loyalty, and consistently high client satisfaction.
“We continue to receive excellent service from all members of the T. Rowe Price team, and their service has stayed the same since there was no need for improvement. I feel so fortunate to be working with such a dedicated group of individuals.”–Client satisfaction survey, Chatham Partners, 2019
See why our retirement plan solutions are designed to suit the unique needs of each client we serve.
“Every phone call experience with T. Rowe staff is remarkable. Quick, easy, and informative. I appreciate the consistent level of service, especially during a time of crisis. Thank you, T. Rowe team!"–Participant feedback survey, April, 2020
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 testing for usability and effectiveness.
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.
Contact your T. Rowe Price representative to find out how we can take your plan to the next level.
1 Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
2 For large plans at T. Rowe Price, as of March 31, 2020.
3 Chatham Partners 2019 Client Satisfaction Survey. © 2015 Satmetrix Systems, Inc. All rights reserved. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld.
4 Chatham Partners 2019 Client Satisfaction Survey.
5 Corporate Insight’s Retirement Plan Monitor, December 2019.
6 “FORTUNE World’s Most Admired Companies 2019” from FORTUNE Magazine, February 2019, ©2019 Fortune Media IP Limited. FORTUNE and The World’s Most Admired Companies are registered trademarks of Fortune Media IP Limited and are used under license.
7 “Forbes ‘Global 2000: World's Best Employers’ 2018”. © Forbes Media, LLC. Used with permission.