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Resources to use with your clients--helping you stay informed and effective.


You need innovative tools and timely thinking to work effectively with your clients. We're dedicated to bringing you appropriate tools to help you stand out, seize opportunities, and succeed, including:

  • Plan sponsor resources to inspire effective plan management
  • Participant touchpoints to help drive retirement readiness
  • Target date research to inform decision-making for investment committees

Visualize Retirement

Explore a new way to help clients visualize and prepare for the nonfinancial aspects of retirement.

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Hosting Video Conferences Calls Like a Pro

If you have a computer with a camera and a stable internet connection, you can host an online meeting. But to level up from novice to pro, use these 10 proven tips and tricks to enrich the video conference experience for you and your attendees!

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Plan Participant Education Presentations

The following presentations are for advisors to use as a baseline for participant meetings. These core presentations can be enhanced to provide depth around specific topics. Consistent messaging and corresponding suggested calls to action can be found throughout the presentations listed below:

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Retirement Savings Strategies

This presentation provides an overview of the most important plan details and retirement savings strategies. It is designed to inform employees of their plan's features, how to use those features to build their own savings strategy, and how advisors can help as individuals save, invest, and plan for retirement.

Image of Plan Conversion ppt deck

Retirement Plan Conversion

A customizable presentation that provides an overview of what employees need to know about their plan conversion, such as important dates, plan features, and how to monitor and manage their accounts. Features covered include plan eligibility, contribution types and limits, and investment options.


Consider an Age-Based Approach to Investing

Gives participants an overview of the age-based investment options available from T. Rowe Price that offer instant diversification with a professionally managed mix of investments and automatic rebalancing.

Know Your Options Before Cashing Out

Offers participants education about their distribution options when they change jobs or retire.

There's a Lot You Can Do Now for Retirement

Shares practical steps to encourage participants to start saving and investing for retirement early.

As You Retire, Keep Your Portfolio Working for You

Provides insights into why retirees should consider keeping a portion of their savings invested in stocks.

Critical Checklist Before You Retire

Outlines important financial preparation for pre-retirees to think about as they approach retirement.

Four Ways to Boost Your Income Potential

Lists four strategies for pre-retirees to consider to strengthen their retirement income strategy.

How Much Can You Spend Annually in Retirement

Offers pre-retirees insight into withdrawal strategies that could help them make their savings last.

Retirement Ready: Four Steps to Keep Your Savings on Track

Details potential strategies for reaching retirement income goals, even if a participant has fallen behind.


Delivering value through prudent risk management and the rigor of our research.

As leaders in target date investing, T. Rowe Price understands the importance of planning for retirement. We deliberately and thoughtfully innovate and evolve our capabilities, and anticipate shifts in investor behaviors, preferences, and markets in an effort to achieve better long-term outcomes.

Learn more about our leading target date solutions, evolutions, and additional investment options.

Important Information

1 T. Rowe Price is not affiliated with BrightScope, Inc.

2 SmartDollar® is a third-party service provider and not affiliated with T. Rowe Price

Consider the investment objectives, risks and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, call 1-800-638-4546. Read it carefully.

Past performance cannot guarantee future results. All investments are subject to market risk, including the possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.

The principal value of the Retirement Funds and the Target Funds (collectively, the "target date funds") is not guaranteed at any time, including at or after the target date, which is the approximate year an investor plans to retire (assumed to be age 65) and likely stop making new investments in the fund. If an investor plans to retire significantly earlier or later than age 65, the funds may not be an appropriate investment even if the investor is retiring on or near the target date. The target date funds' allocations among a broad range of underlying T. Rowe Price stock and bond funds will change over time. The Retirement Funds emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus on supporting an income stream over a long-term postretirement withdrawal horizon. The Target Funds' emphasize asset accumulation prior to retirement, balance the need for reduced market risk and income as retirement approaches, and focus on supporting an income stream over a moderate post retirement withdrawal horizon. The target date funds are not designed for a lump-sum redemption at the target date and do not guarantee a particular level of income. The key difference between the Retirement Funds and the Target Funds is the overall allocation to equity; although they each maintain significant allocations to equities both prior to and after the target date, the Retirement Funds maintain a higher allocation, which can result in greater volatility over shorter time horizons.