which beat the benchmark of 59―the 11th consecutive year that T. Rowe Price exceeded the benchmark
Source: 2021 Chatham Client Satisfaction Study for plans over $5M in assets.
We offer the team and tools to help you manage your plan efficiently and with ease.
Your T. Rowe Price team
Alignment with our most tenured associates to provide you with the highest level of informed, personal, and thoughtful service—from introduction to implementation, and every day after that.
Insights and guidance to shape plan design and compliance for defined contribution, defined benefit, and nonqualified plans
Holistic plan tools
Resources to help reduce administrative burdens and monitor your plan’s health so you can stay focused on long-term goals
From the moment they are eligible to enroll to their final hours of retirement, your plan participants will receive guidance and support to fuel confident decision-making.
Personalization to drive outcomes by using and analyzing data for each individual
Our flexible framework offers a suite of financial wellness solutions for participants. With added integrations by Optum, SoFi, Morningstar, Edelman Financial Engines, and SmartDollar, we help participants make informed decisions about their financial health.
Custom participant communications aligned with strategic goals and participant demographics
Financial dashboard for holistic planning
Optum, SoFi, Morningstar, Edelman Financial Engines, and SmartDollar are third-party service providers and are not affiliated with T. Rowe Price.
We offer access to a wide range of proprietary and nonproprietary investment products across all asset classes—with flexible pricing structures.
1 Brokerage services offered by Charles Schwab & Co., Inc. (Member SIPC).
Our T. Rowe Price glide paths offer:
See how our investment professionals go out into the field to get the full story.
With over 40 years of experience backed by a reputation of reliability, we have the expertise to help you take your plan to the next level.
Consider the investment objectives, risks, and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, call (800) 638-7890. Read it carefully.
T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds.