T. Rowe Price Retirement Plan Services

Target Date Solutions

Designed to evolve with participants’ retirement needs in mind

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INVEST WITH CONFIDENCE

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Learn more about a retirement solution with a Gold analyst rating from Morningstar.

Rating as of 2/19/21

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Net Promoter Score

NPS is highest among industry peers and 22 points above benchmark.¹

Years

Average tenure of
T. Rowe Price recordkeeping clients.²

99%

Overall Client Satisfaction

with T. Rowe Price Retirement Plan Services, a "Best in Class" rating.³

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© 2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

¹As 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.

²Clients with plans on our OMNI recordkeeping platform as of December 31, 2020.

³Source: Chatham Partners 2020 Client Satisfaction Survey.