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Working With T. Rowe Price

Work with a team that knows your business and understands your clients. That's the T. Rowe Price difference.

When advisors collaborate with T. Rowe Price, they have access to strategic insights, proprietary research, and relevant consultation to help grow their business.

Tools and Resources

2021 Defined Contribution Research Study

Recent years have brought unprecedented challenges as consulting and advisory community evolve their businesses to address both obstacles and new opportunities.

Read more about our recent findings on retirement trends from the nation’s leading consulting and advisory firms.


There’s only one thing certain about fiduciary matters: There are plenty of complexities that can overwhelm clients. FiduciarySource® provides you with tools and materials to help clients navigate the ever-changing fiduciary environment.

Retirement Plan Solutions

Discover how we are the retirement experts. From startups to mega plans, we provide solutions to fit the needs of you and your clients.

Industry-leading client service

We align your client's plan with out most tenured associates to provide your clients with the highest level of informed, personal, and thoughtful service—from introduction to implementation, and every day after that. We combine the power of experienced retirement plan team with innovative tools to harness data and insights to drive plan outcomes. Our experienced team and collaborative approach ensure advisors succeed in a crowded marketplace.

#1 Overall Satisfaction 6 Years in a row
#1 Net Promoter Score 8 years<sup>&#174;2</sup> in a row
97% Overall Client Satisfaction with a "Best in Class" Service rating from Chatham Partners in 2021

Chatham Partners 2022 Institutional Client Satisfaction Survey. The Chatham benchmark includes firms that represent 54% of the total recordkept market share (source: Cerulli 2021 U.S. Retirement Markets Report). All references contained here to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: © 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.

Proven Results

Learn more about our proven track record working with past clients through plan design, management, a consultative approach, and engagement.

Learn how one technology company increased their plan participation from 77% to 90% while reducing costs by 30%

Find out how T. Rowe Price helped one company design a better plan in a competitive market

Discover the ways T. Rowe Price helped one company reach a 97% participation rate by implementing best-in-class plan design features


Clients want to know that their participant data are protected. We make cybersecurity a priority. We deploy enterprise-wide security strategies that ensure participant data are protected.

From Multi-Factor Authentication to Dark Market Monitoring, T. Rowe Price is working to ensure your clients are protected.

Contact a T. Rowe Price representative to learn how we work with advisors to grow their business.

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