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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.

Provide an ideal offer for plans with up to $5 million in assets

Comprehensive plan sponsor services, participant communications, and flexible investment options

Competitive pricing based on adoption of industry best practice

Prepackaged solution for sponsors and advisors who serve multiple roles in a plan’s administration

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

40+ 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:

Plan Sponsors, Advisors, Third-party administrators.