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Adaptability. Expertise. 

Retirement plan solutions from T. Rowe Price.

No two employers are alike—and neither are their retirement plans.
Drawing on our 30+ years of recordkeeping experience, we’ve designed solutions that are founded in industry expertise but adapt to suit the unique needs of each client we serve.

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Outstanding client service:

Beginning with the plan’s transition to one of our solutions and continuing through day-to-day plan management, our team provides the resources, tools, and reporting needed to help ensure long-term plan health.

 

An integrated participant experience:

Retirement isn’t a single thing. There are a few million versions of it. We’ve put consumer behavior research into practice to create intuitive and dynamic experiences that are designed to address participants’ unique needs and inspire them to act.

Ongoing fiduciary support:

In the constantly evolving landscape of fiduciary compliance, we believe that a good service provider adds value by reducing complexity. We have the experience needed to support both day-to-day compliance needs and longer-term fiduciary obligations.

Broad investment capabilities:

As one of the largest U.S. mutual fund companies as measured by assets under management, we offer access to a range of high-quality proprietary and nonproprietary investment products with flexible pricing structures. And we have the ability to add services as our clients’ needs grow and evolve.

Right-size solutions that meet employer needs.

Essential Choice®

A turnkey solution that’s easy to use and set up.

Plans with $0 to $5 million

Focus Choice®

An adaptable solution that flexes with an evolving business

Plans with $5 million to $50 million

 

Tailored Choice®  

A flexible solution that can support a variety of plan needs.

Plans with $25 million to $150 million

Enterprise Choice®

A high-touch solution for the most complex of plans.

Plans with $150 million or more.

Benefit from our experience.

Experience

Flexibility

  • Access to a range of high-quality proprietary and non-proprietary investment products or a fully open architecture, based on plan needs and objectives
  • Competitive pricing based on adoption of industry best practices, including bundled options with fee guarantees

Confidence

  • Net promoter score of 80 is highest among industry peers and 22 points above benchmark1
  • S&P 500 company with no debt on our balance sheet

 

About T. Rowe Price

We are a global asset manager, focused on delivering investment management excellence and services that investors can rely on now and over the long term.

  • Over 80 years of investment management experience
  • Employing over 7,600 associates in 16 countries
     
  • Managing $1.4 trillion in assets2
  • Declared dividends each quarter since 1988
     

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

  1. As of 2020. The Chatham Partners’ Net Promoter score measures clients’ likelihood of recommending T. Rowe Price to other plan sponsors. Based on the scores, respondents are categorized as Promoters, Passives, or Detractors. The Net Promoter score is the percentage of Promoters minus the percentage of Detractors. All references contained in this presentation to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: ©2015 Satmetrix Systems, Inc.
  2. The combined assets under management of the T. Rowe Price group of companies. Data as of December 31, 2020.
  3. “FORTUNE World’s Most Admired Companies 2020” from FORTUNE Magazine, February 2020, ©2020 Fortune Media IP Limited. FORTUNE and The World’s Most Admired Companies are registered trademarks of Fortune Media IP Limited and are used under license.
  4. Pensions & Investments, 2020 Best Places to Work in Money Management, published December 14, 2020.