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Planning for Spending Volatility in Retirement

Access to liquidity and a focus on growth could mitigate spending increases.

Consistent service. Consistently excellent. Year after year.

Our clients have consistently put us at the top of the pack in Chatham Partners’ annual client satisfaction survey, which includes eight of the largest recordkeepers in the industry.1

2022 Chatham Client Rankings #1 Overall Satisfaction 6 years in a row
#1 Net Promoter Score 8 years<sup>&#174;2</sup> in a row
2022 Chatham Client Rankings #1 Loyalty 3 years in a row

1 Source: Chatham Partners 2022 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).

2 The Chatham Partners’ Net Promoter Score (NPS) measures clients’ likelihood of recommending T. Rowe Price. Respondents are categorized as Promoters, Passives, or Detractors. The NPS is the percentage of Promoters minus the percentage of Detractors. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc.