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Demonstrating Results

T. Rowe Price Case Studies

Check out these case studies to discover how we’re producing results for plan sponsors.

Relationship Building A mid-size employer had avoided an advisor relationship for years because of the perceived cost. But when the plan was at risk for failing nondiscriimiination testing, T. Rowe Price introduced the client to an adviisory firm.

New Plan Design An agtec firm hired T. Rowe Price in 2000 to provide recordkeeping services for its newly incepted 401(k) plan. The firm worked wnh T. Rowe Price to iimplement a thoughtful plan design that embraces automated solutions as integral to the overall strategy.

M&A Conversion A large professional services company with, over 11,000 participants and over $1.3 billion in plan assets acquired a company with over 2,400 empkJyees. The acquired company's 401(k) plan was terminating, and the plan's participants needed to elect a distribution option for their savings.

Plan Design Enhancements A West Coast company was transitioning from data management to technology-a change that would result in the company moviing into the tech industry and facing increased labor market challenges.

Solutions for retirement plan participants

Beneficiary Election A global manufacturing company with over 6,500 participants and over $500 million in plan assets wanted to increase the number of participants with beneficiary information on file.

Custom Participant Education A family-oriented oceanfront resort needed a strategy to engage and educate a highly diverse and international workforce on their 401(k) plan.

Contact us today for more insights on driving results for your clients.

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