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.

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Retirement Insights

At T. Rowe Price, we're on a mission to enable and encourage individuals to reach their retirement goals—with confidence. We invest in retirement plan and participant behavior research for one very important reason: It helps us identify insights and trends that we can use to create products and services that drive outcomes.

Our latest insights

See how we transform research into action for our plan sponsor and advisor clients.

Make it personal: The next chapter for target date solutions

Age, evolving allocation preferences, and the case for personalized solutions

Personalized strategies can meet the diverse needs of aging investors.

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How unpacking health care expenses can empower retirement savers

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

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2024 Defined Contribution Consultant Research Study

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

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.

Make it personal: The next chapter for target date solutions

Target date solutions have transformed the U.S. retirement landscape.

How AI is transforming retirement solutions

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

Is demand for retirement financial planning growing?

Our recent survey indicates it is.

Planning for spending volatility in retirement

Retirement income solutions should incorporate liquidity for cash flows and growth opportunities to potentially enhance retirement outcomes.

Drawdown with annuities can balance retirement income and liquidity

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

Useful Tools and Resources

Reference Point
Benchmark your plan with our yearly report. 

FiduciarySource
Stay up to date on your fiduciary obligations with our package of resources.

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Contact your T. Rowe Price representative to find out how we can take your plan to the next level.

Retire With Confidence®
We’re driven by our purpose: Keeping retirement at the heart of everything we do.

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T. Rowe Price Retirement Plan Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this website (including all links) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised on this website.

T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds.

©2025 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, the Bighorn Sheep design, and related indicators are trademarks of T. Rowe Price Group, Inc. All other trademarks are the property of their respective owners.