United States
Essential Choice®
A prepackaged solution built on industry best practices
Essential Choice is the go-to solution for smaller retirement plans, providing a streamlined solution for busy advisors and plan sponsors.
The Essential Choice product is designed for plans with up to $5 million in assets:
- Easy setup and conversion
- Comprehensive plan sponsor services
- Life stage participant education program
- Fixed pricing model
- Flexible investment options
Watch the video to learn more.
A custom proposal in five easy steps
In just minutes, you can create a custom proposal to close your sale.
Our Essential Choice proposal generator is easy-and free-to use.
- Register
- Complete prospect form
- Review proposal
- Deliver to prospect (electronically or download a PDF)
- Access your proposals
"It's very efficient to generate a formal proposal so quickly. Even if we might know the estimated pricing, the formality of the proposal helps when presenting options to clients. Really helps make our job easier."
Garrett Brower,
Bukaty Companies Financial Services
30+ years of experience backed by a reputation of reliability
Working with T. Rowe Price means working with an industry leader in retirement plan administration with over three decades of building relationships with: