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.
Essential Choice®
A prepackaged solution based on industry best practices
Do you need an easy solution that gets your plan up and running quickly?
Essential Choice® is designed specifically for:
- Plans with up to $5 million in plan assets
- Busy plan sponsors and financial professionals who serve multiple roles in a plan’s administration
- Plan sponsors who prefer a fixed pricing model
A custom proposal—in five easy steps
Use our free and easy-to-use Essential Choice® proposal generator to create a custom proposal. It takes just minutes—from registration to delivery.
client retention rate with T. Rowe Price
Average small market plan retention rate over 5 years, from 2017–2021.
The plan experience
We offer the team and tools to help you manage your plan efficiently and with ease.
Your T. Rowe Price team
Experienced and dedicated associates to support your plan every day
Your plan’s long-term health
Dashboards and reports to monitor plan and participant data and investments
Your plan tools
Resources to help reduce administrative burdens so you have greater capacity and time to focus on your plan
The participant experience
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
Integrated financial wellness powered by the right solutions
Financial dashboard for holistic planning
Practice management tools to help advisors
Access our latest insights to help you grow your advisor business.
The investment experience
We offer access to a wide range of proprietary and nonproprietary investment products across all asset classes—with flexible pricing structures.
Broad range of investment options
- More than 450 proprietary mutual funds
- A platform that supports the use of diversified portfolios
- Multiple share class options available
- Flexible self-directed brokerage services1
1 Brokerage services offered by Charles Schwab & Co., Inc. (Member SIPC).
Target date solutions
Our T. Rowe Price glide paths offer:
- Multiple investment types, including mutual funds, trusts, or custom solutions
- Hybrid or blend approaches, which strategically add passive components
- Active management focus
Strategic investing
See how our investment professionals go out into the field to get the full story.
We are the retirement experts by your side.
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.
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