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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 30+ 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 $1.4 trillion1
  • Over 30 years of recordkeeping experience
  • Over 5,700 retirement plans
  • More than 2 million plan participants
  • Employs more than 7,600 associates worldwide

- As of December 31, 2020

"Plans are complicated with lots of activity. T. Rowe Price has been our partner every step of the way." –Client satisfaction survey, Chatham Partners, 2020

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.

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Average Client Tenure2

80

Net Promoter Score—
22 points above a benchmark of our peers.3

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Client Satisfaction4

“Ever-evolving with a focus on greater efficiency and accuracy, all in a user-friendly manner. The T. Rowe Price team for our Plan is excellent, and I couldn't ask for more!"–Client satisfaction survey, Chatham Partners, 2020

Adaptability. Expertise.

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

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“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

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 education include:

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2020 P&I Eddy Awards

  • Client Preretiree Brochure
  • SmartVideo series
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2020 MarCom Awards

  • Platinum: SmartVideo
  • Gold: Glide Path Video
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2020 IMEA STAR Awards

  • Winner: SmartVideo
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2019 Monitor Awards5

  • Gold: Participant Account Data
  • Gold: Participant Homepage
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2019 MarCom Awards

  • Platinum: Plan Update Brochure Campaign
  • Gold: College Graduates 401(k) Recruitment Video
  • Gold: Mid-Career Workers 401(k) Recruitment 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.

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

Disclaimers

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 December 31, 2020.

3 As of 2020. The Chatham Partners’ Net Promoter score measures clients’ likelihood of recommending T. Rowe Price to other plan sponsors. Based on the scores, respondents are categorized as Promoters, Passives, or Detractors. The Net Promoter score is the percentage of Promoters minus the percentage of Detractors. All references contained in this presentation to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: ©2015 Satmetrix Systems, Inc.

4 Source: Chatham Partners 2020 Client Satisfaction Survey.

5 Corporate Insight’s Retirement Plan Monitor, December 2019.

6 “FORTUNE World’s Most Admired Companies 2020” from FORTUNE Magazine, February 2020, ©2020 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, 2020 Best Places to Work in Money Management, published December 14, 2020.