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Focus Choice®

   

An innovative approach for growing plans

Provides an ideal offer for plans with $5 million to $50 million

Offers modern, forward-thinking solutions for evolving small companies

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Leverages industry best practices to deliver reliable, streamlined plan services

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Delivers employer and fiduciary services, participant communications, and investment management

Experienced plan service team

Our plan service teams bring a high level of service and experience to each plan relationship. A tenured relationship manager serves as a strategic resource to help meet the plan's goals. The retirement plan account manager will handle daily communications and serve as the key point of contact for smooth plan administration.

Integrated participant communications

We share the same objective with the clients we serve: ensuring that employees retire with confidence. Our participant communications acknowledge the financial priorities employees face and provide educational information to aid decision-making and influence positive behavior. At the core of Focus Choice is a participant education and retirement readiness program that uses an integrated lifestage approach powered by modern technology. See how we're using video technology to increase participant engagement and drive action.

ONGOING FIDUCIARY SUPPORT

In the constantly evolving landscape of fiduciary compliance, we believe that a good service provider adds value by reducing complexity. T. Rowe Price has the experience needed to support both day-to-day compliance needs and longer-term fiduciary obligations, and we can scale our full-service offering to complement the services of a TPA. This support starts with FiduciarySource®.

Easy setup and conversion

  • An implementation specialist will oversee the entire process, from census and payroll submissions to allocation of assets 
  • Sponsors have the flexibility to create individually designed plan documents or take advantage of our convenient preapproved prototype plan documents (for bundled plans). 
  • Conversion will be handled by a dedicated team that will provide a time line and an explanation of roles and responsibilities for each step in the process

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:

Plan Sponsors, Advisors, Third-party administrators.