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Tailored Choice®

   

A flexible solution for expanding companies.

Tailored Choice® offers a high-touch, integrated service for total retirement outsourcing. As your plan expands, this agile solution offers the flexibility you need.

Product highlights

  • High-touch, dedicated team provides total retirement outsourcing
  • Integrated employer and participant services solve for specific client needs
  • 100% open-architecture platform with a competitive cost structure
  • Ideal for plans with $25 million to $150 million

 

Experienced plan service team

We take a "one team" approach to our relationships with plan sponsors and advisors. As such, Tailored Choice provides consistent access to assigned T. Rowe Price specialists, both during the conversion process and beyond.

  • The relationship manager will serve as the plan's strategic partner
  • The implementation project manager will oversee the initial conversion, as well as future mergers and acquisitions, for a seamless service experience
  • The client administration manager will provide oversight and coordination of day-to-day operations and will serve as the key point of contact for smooth plan operations
  • The compliance consultant will provide plan design consultation services and is supported by expert specialists to deliver testing and audit services
  • The engagement consultant will build a participant communications strategy and facilitate custom plan communications
  • Dedicated nonqualified and defined benefit service teams, when applicable, will work seamlessly with the plan’s DC service team to provide a unified experience for sponsors and participants

 

Integrated participant communications

Our ultimate shared objective is ensuring that employees retire with confidence. That's why our participant communications acknowledge the competing financial priorities employees face but also provide educational information to help them to make practical decisions and affect positive changes. At the core of Tailored Choice is a powerfully integrated lifestage approach to participant education and retirement readiness.

 

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.

 

Broad investment capabilities

As one of the largest U.S. mutual fund companies, measured by assets under management, T. Rowe Price offers access to a wide range of proprietary and nonproprietary investment products--across all asset classes--with flexible pricing structures. And we have the ability to add services as our clients' needs grow and evolve. Our clients have access to:

  • 100% open-architecture platform with access to over 9,500 mutual funds, as well as institutional investment products such as trusts
  • Access to custom investment products through the use of diversified portfolios
  • Ability to offer publicly traded company stock
  • Updated self-directed brokerage services featuring an enhanced user experience (in development)
     

Contact your T. Rowe Price representative to find out how we can take your plan to the next level.