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A digital solution with a proven, step-by-step plan to help employees reach their financial goals.

SmartDollar provides a path to financial wellness and retirement preparedness.

SmartDollar is designed to create and maintain engagement, moving participants along a guided path to financial success.

From foundational principles, such as building an emergency fund, to more advanced activities, including funding college and paying off mortgages early, SmartDollar participants will learn and take steps toward financial wellness. These seven steps, called the 7 Baby Steps, help participants get small wins early, which builds momentum and helps create lasting behavior change.

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“We were hearing sad stories of people who wanted to retire but couldn’t. With SmartDollar, we now hear stories of people paying off their debt and saving for the future.” Benefits Manager, Manufacturing

Introduction to SmartDollar

02:03 min. video

Education that inspires. Tools that equip.

The SmartDollar employee wellness benefit combines engaging videos and articles with clear, progressive steps to help employees set financial goals. This video will give you a quick overview of SmartDollar and the amazing results employees are seeing across the country.

SmartDollar makes it easy for companies to launch and help employees reach their financial goals.

Benefits of the T. Rowe Price and SmartDollar Relationship

  • Integration into the participant website for easy access to SmartDollar education
  • Robust plan-level reporting
  • Comprehensive education that helps participants reach their financial goals and contribute to their retirement savings

For more details on our relationship with SmartDollar or if you would like to share details with your colleagues, download this brochure:

SmartDollar is not affiliated with T. Rowe Price or its affiliates.

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Contact your T. Rowe Price representative or reach out directly to the SmartDollar team for a personalized presentation to learn more.

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