Our participant experience builds confidence and inspires action
We help participants feel informed and ready to take the next steps toward retirement.
It’s comprehensive
It’s personalized
Personalized guidance that motivates action. The award-winning SmartVideo delivers customized insights and income projections that help participants take meaningful steps toward retirement readiness. SmartVideo viewers were 2x more likely to increase discretionary deferrals.1
It's inclusive—by design
For Spanish-speaking participants, we provide engaging, culturally relevant experiences, developed with defining insights in mind, not simply translated.
Spanish Portal
Spanish web experience
Additional Spanish offerings
It's award-winning
Our participant education has been recognized within the industry.
P&I Eddy Awards
First Place
- Financial Wellness Confidence Builder (2024)
Second Place
- Financial Wellness education campaign (2026)
- SmartVideo contribution change (2025 tie)
- SmartVideo withdrawal options (2025 tie)
- Cybersecurity campaign (2024)
- Diversity, Equity, and Inclusion campaign (2024)
IMEA STAR Award
- Investor Content | Retirement category SmartVideo suite (2025)
Recognized by Corporate Insights Retirement Plan Monitor: Excellent score (the Workplace Retirement Site contributions tab and change contributions experience)
Source: Corporate Insights Retirement Plan Monitor, 2025.
Take your plan to the next level
Important Information
1Results based on 103,970 SmartVideo viewers from January 1, 2024, through September 30, 2024. Deferral results do not include participants using the auto-increase service. Results are sourced from the TRPEvents dataset within Adobe Data Workbench and compared with a control group of participants with similar eligibility and account characteristics. Source: Ignitio/T. Rowe Price.
2Federal Reserve 2023 Survey of Household Economics and Decisionmaking (SHED).
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