Use On-Demand Reporting for your reporting needs

Generate custom and standard year-end reports. Then, visit the training library to view the latest webinar on plan metrics and using the Plan Health tool for plan- and participant-level reporting.

Better questions.
Better insights.

It starts with curiosity. We ask better questions—digging deeper, conducting more rigorous research—to deliver better insights.

Powered by our deep expertise

Make more informed plan decisions because of the deep research our retirement and investment experts make available. Here’s the latest.

2025 Defined Contribution Consultant Study

T. Rowe Price's annual study that captures views from the U.S. Defined Contribution consultant and advisor community.

Reference Point: Real data to inform better outcomes

How does activity in your plan compare to trends across the T. Rowe Price participant population? Our annual report breaks down data from the previous year.

Retirement

Jul 2025 · In the Spotlight

Age and the case for personalized solutions

Older investors have more diverse asset allocation preferences and savings levels than younger participants, making them suitable candidates for personalized retirement solutions.

Jun 2025 · From the Field

How unpacking health care expenses can empower retirement savers

We unpack health expsense data to help retirement savers optimize their financial planning.

Mar 2025 · In the Spotlight

Social Security: The knowledge gap, pessimism, and no popular fix

Limited understanding of Social Security can affect retirement decisions, and proposed funding solutions are unpopular.

Oct 2024 · In the Spotlight

Drawdown with annuities can balance retirement income and liquidity

Plan sponsors are exploring annuities to help recreate a paycheck-like experience in retirement.

Sept 2024 · From the Field

How AI is transforming retirement solutions

Generative artificial intelligence can add value for clients, while guardrails help to safeguard information.

Mar 2024 · Make Your Plan

Survey reveals the rising importance of financial planning at retirement

It’s important to establish a formal retirement withdrawal strategy leading into retirement.

Investments

2026 Global Market Outlook: Minds, machines, and market shifts

AI will continue to drive growth in 2026, but investors will need to be clear-eyed about the risks while exploring growing opportunities in non-tech sectors. 

Collective investment trusts (CITs) as investment options in qualified plans

A CIT may be a good investment solution for certain tax-qualified and governmental retirement plans that are seeking characteristics not available with a mutual fund.

Constructing more effective defined contribution investment lineups

Explore three key areas of consideration that defined contribution plan sponsors face: regulatory and fiduciary issues, cultural and employee demographics, and research and industry trends.

Investor 360™

We’re asking better questions to help give you a full view of what’s ahead, what’s important, and how our investing teams are responding. With our editorial lenses—In the Loop, From the Field, In the Spotlight, On the Horizon, and Make Your Plan—clients are at the center of our best thinking.

More investment insights

Retirement policy

Qualified plan limits

The IRS released the 2026 dollar limits on certain benefits and contributions to retirement plans and IRAs.

Oct 2025 • In the Spotlight

IRS issues final regulations on Roth catch-up requirements

The IRS has released final regulations clarifying the Roth catch-up requirements for high-wage retirement plan participants.

Mar 2025 • From the Field

SECURE 2.0 Act–cheat sheet

Summary and effective dates of key provisions.

Contact us—we’re here to help

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Plans under $75 million

Plans $75 million and over 

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202509-4720097