Disclosures and notices service

Once you’ve received an email that a notice requires your review and approval, you can click the link in our email or access it by signing in to PlanView Portal.

After logging on, you can click the notification bell icon or select the “View Notifications” button in the pop up at the top right of your screen. There, you’ll see notices and disclosures available. Click the link to review.

1. If you select “Opt-in” you’ll select a distribution option in the second dropdown: T. Rowe Price will distribute notices to participants via email. OR
   Your notices will display in PlanView Portal only. 
   
2. If you choose to have T. Rowe Price distribute to participants, you’ll then select from the delivery options available. Note that these will vary by notice.
3. Click “Submit”
4. Once all notices have been approved, you will receive a confirmation email.

1. If you select “Opt Out,” the delivery option will default to “No delivery options available.”
2. Review your submission to make sure it’s correct.
3. After you click “Submit,” you’ll receive an email confirmation from T. Rowe Price that you’ve opted out.

1. Users will receive reminders for the disclosures task based on the due date set.
2. Reminder emails and alerts are generated five calendar days before due date if status remains “Action Required.”
3. Additional reminders will be generated every five calendar days after the due date until completion.