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Morningstar Awards T. Rowe Price 2020 Promo

INVEST WITH CONFIDENCE

We’re honored to win two 2020 U.S. Morningstar Awards for Investing Excellence:

Exemplary Stewardship for the firm and Outstanding Portfolio Manager for Jerome Clark. ¹

TOOLS & RESOURCES

Designed to help you

STUDENT DEBT

Prolonged student loan debt a barrier to retirement savings

52% of survey respondents with student loan debt view the debt as a barrier to achieving their financial goals.²

See how you can help your employees tackle student loan debt.

Net Promoter Score

NPS is highest among industry peers and 22 points above benchmark.³

Years

Average tenure of
T. Rowe Price recordkeeping clients.⁴

99%

Overall Client Satisfaction

with T. Rowe Price Retirement Plan Services, a "Best in Class" rating.⁵

See All Our Retirement Solutions

¹Morningstar Awards 2020©. Morningstar, Inc. All Rights Reserved. Awarded to T. Rowe Price for 2020 U.S. Morningstar Exemplary Stewardship and to Jerome Clark for 2020 U.S. Morningstar Outstanding Portfolio Manager, U.S.A.

²T. Rowe Price online survey in December 2019 of over 2,400 employees of clients of T. Rowe Price retirement plan recordkeeping services.

³As 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.

⁴Clients with plans on our OMNI recordkeeping platform as of December 31, 2020.

⁵Source: Chatham Partners 2020 Client Satisfaction Survey.