Retirement plan services
Let’s redefine recordkeeping
We’re the retirement experts by your side, partnering with you to help plan sponsors and participants achieve their best outcomes.
years of retirement services experience
client retention rate1
years' average client tenure2
Go beyond the investments with us
Help plan sponsors design the right retirement plan, track participant progress, and improve overall financial wellness.
Outstanding client service
Proven service and reliability at every touchpoint—plus resources, tools, and reporting to meet long-term plan health goals.
Integrated participant experience
Personalized, research-backed experiences and comprehensive financial wellness solutions to guide participants to and through retirement.
Competitive, transparent pricing
We don’t rely on aggressive cross-selling of higher-cost retail accounts—so our solutions are focused solely on helping sponsors and participants achieve their goals.
Our thoughts on the issues that matter most to you
Reference Point: Data can inspire solutions
Gain insight into plan and participant activity throughout the year with this valuable benchmarking tool.
SECURE 2.0: Consulting opportunities for retirement professionals
Discover opportunities to engage clients on a host of significant changes to retirement policy.
Retirement income insights
Every retirement is unique. That’s why we take a comprehensive view of retirement income.
Consistent service. Consistently excellent. Year after year.
Our clients have consistently put us at the top of the pack in Chatham Partner’s annual client satisfaction survey, which include six of the largest recordkeepers in the industry.3
For eight years in a row in Chatham Partners annual client satisfaction survey
For 10 years in a row in Chatham Partners annual client satisfaction survey
For five years in a row in Chatham Partners annual client satisfaction survey
We’re doing recordkeeping differently
Together, we can help your clients design the right plan with flexible solution and support options.
Accommodate evolving client needs and preferences with a range of plan solutions.
Essential Choice®
For plan sponsors and financial professionals who serve multiple roles in a plan’s administration.
Focus Choice® and Focus Choice Select®
For plan sponsors in need of dedicated service and administration tools, full-service and unbundled plans, and versatility to grow as benefits and priorities evolve.
Tailored Choice®
For plan sponsors in need of consultative, high-touch service and total retirement outsourcing.
Enterprise Choice®
For plan sponsors in need of consultative service, total retirement outsourcing, and custom participant communications.
Partner with us for award-winning, personalized support across touchpoints.
Heighten confidence and motivate action
Use our range of simple-to-use tools and meaningful content to help participants achieve the kind of retirement they want.
Help participants focus on the long term
Make it easier to for participants to manage short-term financial demands that could disrupt their long-term retirement goals.
Access all your plans in one place
Our advisor portal provides access to all of your plans in a consolidated dashboard, so you can easily check in and monitor progress.
Tools and resources to power your practice
Five guiding fiduciary principles
We understand that a client’s fiduciary role is constantly evolving. Don’t miss these tips on monitoring investment options and assessing active strategies within a client’s plan lineup.
Retirement Market Outlook
Our annual retirement market outlook explores three themes that may shape the retirement landscape in the years ahead.
Visualize Retirement
Help clients visualize and prepare for the nonfinancial aspects of retirement with this practice management program.
T. Rowe Price is honored to be a 2024 PLANADVISER Adviser Choice Awards winner.
Explore more retirement resources
Third-party administrators
Third-party administrators are our Trusted Plan Advocates. From compliance testing to administrative matters, we strive to support their unique needs.
Retirement investment solutions
Help clients thrive with defined contribution investments that maximize opportunities for success in retirement plans.
Partner with us
Retirement Plan Services
Defined Contribution Investment Only
Advisor Services
Important Information
1Client retention rate in 2023 and average over 3 years, from 2021-2023.
2Clients with plans on our OMNI recordkeeping platform as of December 31, 2023.
3All references to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: © 2015 Satmetrix Systems, Inc. All rights reserved. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld.
Chatham Partners 2024 Client Satisfaction Survey. Chatham’s proprietary industry benchmark includes 6 major retirement industry providers.
This material is provided for general and informational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and not intended to suggest any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making.
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