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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 $1 million to $50 million


Tailored Choice®  

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

Plans with $20 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 79 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 7,000 associates in 16 countries
     
  • Managing $1 trillion in assets2
  • Declared dividends each quarter since 1988
     
2019 Fortune World's Most Admired Companies
Logo for Forbes 2018 2000 World's Best Employers

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

  1. 2019 Net Promoter Score, Chatham Partners Analysis. The Chatham Partners’ Net Promoter Score (NPS) measures clients’ likelihood of recommending T. Rowe Price. Respondents are categorized as Promoters, Passives, or Detractors. The NPS is the percentage of Promoters minus the percentage of Detractors. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc.
  2. The combined assets under management of the T. Rowe Price group of companies. Data as of March 31, 2019.
  3. T. Rowe Price ranked third in the Securities and Asset Management Industry category. The survey started with approximately 1,500 companies: the FORTUNE 1,000® (the 1,000 largest U.S. companies ranked by revenue), plus non-U.S. companies in FORTUNE’s Global 500® database with revenue of $10 billion U.S. dollars or more. The companies were then sorted by industry, and the 15 largest for each international industry and the 10 largest for each U.S. industry were selected. A total of 680 companies from 28 countries were surveyed. To create the 51 industry lists, Hay Group (FORTUNE® survey partner) asked executives, directors, and securities analysts to rate companies in their own industry on 9 criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed.
    FORTUNE is a registered trademark of Time Inc. and is used under license. From FORTUNE Magazine, February 16, 2017. ©2017 Time Inc. FORTUNE and Time Inc. are not affiliated with, and do not endorse products or services of, T. Rowe Price.
  4. Forbes ‘Global 2000: World’s Best Employers’ 2018”. © Forbes Media, LLC. Used with permission.
  5. "Forbes ‘America’s 50 Most Trustworthy Financial Companies’ 2017”. © Forbes Media, LLC. Used with permission. Aggressive Accounting and Governance Risk ratings are based on MSCI ESG’s assessment of the accounting and corporate governance risk of publicly traded companies. The ratings apply to the T. Rowe Price Group, Inc. and not to any T. Rowe Price investment products or services. “Forbes ‘Global 2000: World's Best Employers’ 2018”. © Forbes Media, LLC. Used with permission.