Use On-Demand Reporting for your reporting needs

Generate custom and standard year-end reports. Then, visit the training library to view the latest webinar on plan metrics and using the Plan Health tool for plan- and participant-level reporting.

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Experienced specialists who understand your business goals

Leadership Team

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Mike Shamburger

Vice president of T. Rowe Price Group, Inc., and T. Rowe Price Retirement Plan Services, Inc.

Mike is the head of territory sales for the Retirement Plan Services division. Prior to that, he was head of Retirement Plan Sales and Distribution at The Hartford. Mike earned a B.S. in business management from the University of Oklahoma and is a FINRA Series 6 and 7 registered representative.

(410) 577-4478

Mike.Shamburger@troweprice.com

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Lynn Roy

Vice President of T. Rowe Price Group, Inc., and T. Rowe Price Retirement Plan Services, Inc.

Lynn is the head of TPA markets for the Retirement Plan Services division. Prior to joining T. Rowe Price, she had led TPA markets for MassMutual and previously The Hartford. Lynn is a graduate of Central Connecticut State University (BS) with a degree in Finance. She has an Accredited Pension Administrator (APA) designation from NIPA and a C(k)P® with The Retirement Advisor University (TRAU). She is a FINRA Series 6, 26, and 63 registered representative.

(561) 578-2829

Lynn.Roy@troweprice.com

Consultant Relations

Jeffrey S. Talbott

Jeff Talbott is a vice president of T. Rowe Price Retirement Plan Services, Inc., and the manager of Consultant Relations. Prior to his current position, he was a manager of Institutional Retirement Marketing. Jeff joined the firm in 1996. He earned a B.A. in marketing from West Virginia University and an M.B.A. from Loyola University Maryland. He is a Series 6, 7, and 63 registered representative.

(410) 345-2523

Jeff.Talbott@troweprice.com

Resources to strengthen and grow your business

We provide a suite of convenient and relevant resources designed to help you save time, make more informed decisions, and efficiently build a sustainable book of business. Strategic insight and actionable data, webinars and presentations, and prospecting tools are all at your fingertips.

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

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We’re driven by our purpose: Keeping retirement at the heart of everything we do.

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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.

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©2025 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, the Bighorn Sheep design, and related indicators are trademarks of T. Rowe Price Group, Inc. All other trademarks are the property of their respective owners.