Education, Retirement Income Planner, SmartVideo, Confidence Check-ins, Digital Calculators
Tools and resources include free educational and planning resources integrated within the participant website, and optional services such as SoFi's Student Loan Debt Navigator, 529 Savings Tool, and financial counseling. SoFi services are available through a separate contract with SoFi for a fee.
Explore more of what's available to help employees take action and get help with their student loan debt challenges.
SmartDollar provides a comprehensive digital program that teaches employees how to budget, save for emergencies, get out of debt, and retire with confidence. SmartDollar’s plan includes motivating content and tools to help employees reach their financial goals and experience lasting behavior change. As a result, employees will be in a better position to take advantage of their retirement, HSA, and other company benefits.
This is an optional service available at a reduced rate to all T. Rowe Price full-service recordkeeping clients.
Our relationship with Optum Financial, a leading expert in consumer-directed health care solutions, provides an opportunity to improve overall financial wellness for participants.
Consumer-directed accounts, like Optum Financial's flagship HSAs, give participants in high-deductible health plans (HDHPs) more flexibility over their health care finances, offering significant tax advantages and a choice of account investments.
Contact your T. Rowe Price representative to find out how we can take your plan to the next level.
1T. Rowe Price Retirement Savings and Spending Study, 2020
2PwC, Employee Financial Wellness Survey, 2020
Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. (c) 2022 Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management is not affiliated with T. Rowe Price or Envestnet I Yodlee. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved. Asset allocation is a method used to help manage risk; it does not ensure a profit or protect against a loss.
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SmartDollar, SoFi and Optum Financial are not affiliated with T. Rowe Price or its affiliates.