Deeply researched solutions and strategic collaboration to drive participant outcomes
At T. Rowe Price, our sponsor experience is designed to anticipate your evolving needs, increase efficiency, and put timely information at your fingertips. In other words, we want to make your job easier.
Our collaborative approach enables you to create and manage a focused plan supported by over 40 years of retirement expertise, high-touch service, and insightful thought leadership all available to you through our award-winning digital platform.
Intuitive tools and better data for easier plan management
PlanView Portal is the go-to source for everything sponsors and advisors need to support participants’ retirement success. It delivers the plan analytics, reporting tools, and insights needed to keep your plan on track and strategize for the future. You can submit and track requests with ease, and you’ll never miss an update with our all-in-one notifications center.
- Convenient: Manage one or multiple plans all in one place, on any device
- Comprehensive: Scan the essentials at a glance or dive into detailed metrics
- Insightful: Take advantage of a robust range of automated and actionable reports
- Customizable: Keep your favorites close at hand with custom options across tools
PlanView Portal received four Corporate Insight Retirement Plan Monitor Awards in 2025—unsurpassed by 13 industry providers.1
Track your plan’s health in real time
Our deeply researched tools allow you to closely monitor your plan’s health. You can view real-time data on your plan’s progress so you can stay informed, benchmark results, and take strategic planning to the next level.
- Monitor participant engagement and readiness with timely insights
- Add, remove, or reorder your favorite metrics with customization options
- Export and share committee-ready reports with ease
- Add thresholds to key metrics that will alert you when the threshold has been met
Detailed plan and participant reporting at your fingertips
When you want data on your plan performance or participant trends, you want it fast. We get it. Our intuitive reporting tool allows you to create, view, and share reports on demand in just a few minutes. It’s a useful and quick way to get the reporting you need and then get on with your day.
- Build, save, and schedule reports easily with a streamlined interface
- Find the reports and templates you need quickly with smart search functionality
- Gain easy access to past versions of reports
Managing day-to-day requests with ease
We’ve removed communication roadblocks to help you take quick and decisive action. Our streamlined framework enables you to submit and view requests, transfer files, and manage contributions, access, and profile settings from one intuitive dashboard.
- Submit new requests and track all open requests and tasks
- Experience greater transparency when collaborating with your service team
- Manage contributions, user access, and profiles in one place
- Send and view files on your schedule
- Receive notifications anytime, anywhere, from any device
Ready to make your job easier? Contact a T. Rowe Price representative today. Learn more about T. Rowe Price.
Important Information
1Source: Corporate Insight’s Retirement Plan Monitor, May 2025. Corporate Insight’s study includes 14 major retirement industry providers. T. Rowe Price and 2 other firms were each awarded 4 medals.
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