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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.

  • S&P company with no debt on our balance sheet
  • Total assets under management: More than US $1.6 trillion1
  • Over 40 years of recordkeeping experience
  • Over 6,900 retirement plans
  • More than 2 million plan participants
  • Employs more than 7,500 associates worldwide
“The proactive approach of the T. Rowe Price client service team assigned to me is providing constant communication, keeping me abreast of changes, and looking to support me however necessary, and genuinely has my plan interests as a high priority.”–Client satisfaction survey, Chatham Partners, 2021

A history of high satisfaction.

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.

Net Promoter Score—
29 points above a benchmark of our peers.2

Average Client Tenure3

Overall Client Satisfaction4

"T. Rowe Price stepped up to the plate to assist us with items that needed to be addressed in a very timely and professional manner."–Client satisfaction survey, Chatham Partners, 2021

Adaptability. Expertise.

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

About Us Abstract Callout Image - Retirement Plan Solutions
“Excellent tools to review my retirement plan as well as many helpful articles and aids." –Participant feedback survey, August 2021

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 testing for usability and effectiveness.

Our most recent awards for participant experiences and education include:

P&I Eddy Awards 2021

  • FIRST PLACE
  • Client-Specific Plan Transitions Campaign
  • Client-Specific Ongoing Investment Education Campaign
  • Target Glide Path Video

Corporate Insight Monitor Awards 
2020 & 20215

  • GOLD: Participant Account Data
  • SILVER: Participant Homepage

IMEA STAR Awards
2020 & 2021

  • 2020: Digital Education Retirement Category Winner: SmartVideo
  • 2021: Thought Leadership Retirement Category Winner: T. Rowe Price Reference Point

P&I Eddy Awards 2020

  • FIRST PLACE
  • SmartVideo
  • Client-Specific Preretiree Brochure

MarCom Awards 2020

  • PLATNUM: SmartVideo
  • GOLD: Glide Path Video

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.

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 December 31, 2021.

2 Chatham Partners 2021 Client Satisfaction Survey. 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.

3 Clients with plans on our OMNI recordkeeping platform as of December 31, 2021.

4 Source: Chatham Partners 2021 Client Satisfaction Survey.

5 Corporate Insight's Retirement Plan Monitor, December 2020 and 2021.

6 "FORTUNE World's Most Admired Companies 2021" from FORTUNE Magazine, February 2021, ©2021 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 Pensions & Investments, 2021 Best Places to Work in Money Management, published December 13, 2021.