Our Advantage
Retirement Offerings
Strategic Resources
Financial Wellness
Cybersecurity
Advisor Resources
U.S. Retirement Market Outlook
Three themes shaping the U.S. retirement landscape.
2023 Defined Contribution Consultant Research Study
Our third annual study captures retirement views from the defined contribution consulting and advisory community.
Investments
Target Date 20th Anniversary
Celebrating our decades-long passion for helping turn retirement dreams into reality.
Global Market Outlook
Tectonic shifts create new opportunities.
Artificial intelligence: The new electricity
AI has the potential to be the biggest productivity enhancer to the global economy since the rise of electricity.
Insights
Global Market Outlook
Tectonic shifts create new opportunities.
2023 Defined Contribution Consultant Research Study
Our third annual study captures retirement views from the defined contribution consulting and advisory community.
Compliance Support
Qualified plan limits
In October 2023, the Internal Revenue Service released the 2024 dollar limits on certain benefits and contributions to retirement plans and IRAs.
Legislative and regulatory webinars
Stay current on the latest news: watch our legislative and regulatory webinars on demand.
The Spanish-Language Experience:
When information is meaningful, participants act.
Inclusive. Relevant. Accessible.
The T. Rowe Price Spanish-language participant experience reflects our continued commitment to addressing the needs of your entire workforce.
Our Spanish-language educational portal, Workplace Retirement Site homepage, and several additional offerings have been thoughtfully developed to provide relevant online and in-person experiences specifically for people who speak Spanish. The content includes education, live support and meetings, and engaging tools and resources.
What the Data Tell Us
More than 2/3 of Hispanic households aren’t saving enough for retirement through workplace vehicles.
Only 8% of Hispanic households report having an IRA or similar private plan, compared with 33% of white households. Morningstar, Inc., “A Closer Look Into the Finances of Hispanic American Households.” September 2021.
These numbers indicate a need for relevant and engaging content for Hispanic households to help them better prepare for their futures.
1/2 of Spanish Portal visitors access the Workplace Retirement Site after visiting the Spanish-language portal.
Spanish-Language Portal
Online resources—no login required.
Videos, articles, webinars, podcasts, and more—in Spanish—covering topics such as:
- Why you should save for retirement
- How much you should save for retirement
- Types of retirement accounts and contributions
- Financial wellness
- How to invest and asset allocation information
- Savings content and steps for having a successful retirement
Beyond Translation: Our Spanish-language portal is more than a website of materials translated from English to Spanish. Spanish-speaking T. Rowe Price associates created the content specifically for Spanish-speaking participants—keeping trends, behaviors, and culturally defining factors in mind.
Spanish-Language Homepage and Message Center
A Spanish-language homepage on the Workplace Retirement Site, plus a Spanish-language center have content in Spanish that includes:
- Navigation and action suggestions
- Banner box personalized messaging
- Account information and retirement progress
- Investment mix information
- Current contributions, information, and recommendations
- Resources/Planning section
- Financial wellness materials
- Cybersecurity best practices and our Account Protection Program
Participant interaction by the numbers
- 54.3% of actions taken are change contributions versus 50.5% of English-language homepage visitors
- 13.5% of actions taken are to enroll in the Auto Increase service versus 10.9% of English-language homepage visitors
In-Person Employee Education Meetings and Live Webinars
From day-to-day financial wellness to planning for retirement, our on-site and virtual meetings, offered in real time, provide relevant and useful strategies, tools, and resources for Spanish-speaking participants.
Backed by research:
Content and presentation style are both tailored to the Spanish-speaking population. T. Rowe Price conducted original research through user testing and focus groups to determine the content that would help Hispanic households overcome cultural barriers.
43% higher engagement vs. English webinars
Webinar topics include:
- Savings concepts
- Investing basics
- Social Security
- Roth
- Financial wellness/budgeting essentials
Contact Center
Spanish-speaking representatives are available Monday through Friday from 7 a.m. to 10 p.m. eastern time at 1-800-368-2768.
600+ calls per week are directed to dedicated Spanish-speaking representatives.
Contact your T. Rowe Price representative to find out how we can take your plan to the next level.
202308-3081493