Retirement insights: Supporting better outcomes for both plans and investors

View all insights or filter by category

View all insights or filter by category

View all insights or filter by category

Planning Conversations

View all

Featured | Program

Speaking of Markets: Navigating Uncertainty

Use the Speaking of Markets toolkit resources to help your clients stay invested during market downturns and achieve their long-term financial goals. Read More

On the Horizon

Radical innovations revealing real prospects in health care

Learn why we believe the new generation of health care treatments and technologies coming to market are establishing the conditions for a golden age in the sector. Read More

Tax Considerations

Boost Client Engagement by Promoting Tax-efficient Planning Strategies

Tax planning is important. Let your clients see how your tax-efficiency expertise adds value. Read More

Tax Considerations

Help Your Clients Understand and Navigate Roth IRA Conversions

Learn how to help your clients navigate complex traditional IRA to Roth conversions and why the fourth quarter is a good time to consider one. Read More

Long-term Care

How Advisors Can Broach the Delicate Topic of Long-Term Care With Clients

As a financial advisor, you can add value to your client relationships by discussing long-term care planning early and often. Read More

In the Loop

What Trump’s win means for policy, the economy, and markets

Explore what Trump’s second term could mean for policy, the economy, and the investment landscape. Read More

From the Field

Key considerations for global equities beyond the U.S. election

Powerful investment trends and supportive economic measures provide a relatively positive backdrop for 2025. Read More

TAX CONSIDERATIONS

Help Your Client Harness the Power of Tax Loss Harvesting

Learn how to discuss tax loss harvesting with your clients and why the fourth quarter is an optimal time to implement this strategy. Read More

In the Spotlight

Drawdown with annuities can balance retirement income and liquidity

A deferred annuity paired with a drawdown strategy could help retirees balance income and liquidity needs. Read More

View All Planning Conversations

Defined Contribution

View all

Featured | Defined contribution

Defined Contribution Consultant Study

T. Rowe Price's annual study that captures views from the U.S. Defined Contribution consultant and advisor community. Read More

In the Spotlight

Drawdown with annuities can balance retirement income and liquidity

A deferred annuity paired with a drawdown strategy could help retirees balance income and liquidity needs. Read More

From the Field

Three ways the U.S. elections could shape your financial future

In the Spotlight

A behavioral case for annuities

Positive framing of annuities—as a way for retirees to preserve assets and maintain lifestyle rather than a means to prevent running out of money—could help adoption. Read More

From the Field

How we design a blend solution for target date investors

We've built a target date solution that blends passive and active investments while maintaining the benefits of active management. Read More

Make Your Plan

How a Monte Carlo analysis could help improve your retirement plan

For most investors, a good score—rather than a perfect one—can help create a plan that balances retirement spending needs with leaving a legacy to their heirs. Read More

From the Field

Stable value: Why stay the course through the rate cycle?

We believe stable value remains an attractive option, as we could continue to see money market fund yields and stable value pooled fund crediting rates converge. Read More

From the Field

How AI is transforming retirement solutions

Learn how T. Rowe Price is using generative AI to add value for retirement clients, while guardrails help to safeguard sensitive client information. Read More

In the Spotlight

Make it personal: The next chapter for target date solutions

Personalized target date solutions that incorporate an individual’s financial realities as participants near retirement could help improve participant outcomes. Read More

View All Defined Contribution

Participant Education

Learn how we can support your plan participants’ financial education.

Retirement Solutions

View all

In the Spotlight

Drawdown with annuities can balance retirement income and liquidity

A deferred annuity paired with a drawdown strategy could help retirees balance income and liquidity needs. Read More

From the Field

How we design a blend solution for target date investors

We've built a target date solution that blends passive and active investments while maintaining the benefits of active management. Read More

In the Spotlight

A behavioral case for annuities

Positive framing of annuities—as a way for retirees to preserve assets and maintain lifestyle rather than a means to prevent running out of money—could help adoption. Read More

From the Field

Our fixed income design added value for retirement investors

A review of fixed income enhancements in our target date designs shows that they yielded tangible benefits in portfolios at or beyond their target dates. Read More

Make Your Plan

How a Monte Carlo analysis could help improve your retirement plan

For most investors, a good score—rather than a perfect one—can help create a plan that balances retirement spending needs with leaving a legacy to their heirs. Read More

From the Field

How AI is transforming retirement solutions

Learn how T. Rowe Price is using generative AI to add value for retirement clients, while guardrails help to safeguard sensitive client information. Read More

In the Spotlight

Make it personal: The next chapter for target date solutions

Personalized target date solutions that incorporate an individual’s financial realities as participants near retirement could help improve participant outcomes. Read More

In the spotlight

The success of defined contribution plans and the road ahead

Defined contribution plans have improved retirement saving and investing for American workers, and they should be leveraged to do more for an evolving workforce. Read More

In the Loop

SECURE 2.0: Consulting opportunities for retirement professionals

SECURE 2.0 provides advisers, consultants, and financial planners opportunities to engage their clients on a host of significant changes to retirement policy. Read More

View All Retirement Investing

Retirement Income

View all

Featured | Retirement income

Retirement Income

We studied the behavior of two million retirement investors. Our findings could impact the way you do business–and the way clients do business with you. Read More

In the Spotlight

Drawdown with annuities can balance retirement income and liquidity

A deferred annuity paired with a drawdown strategy could help retirees balance income and liquidity needs. Read More

In the Spotlight

A behavioral case for annuities

Positive framing of annuities—as a way for retirees to preserve assets and maintain lifestyle rather than a means to prevent running out of money—could help adoption. Read More

From the Field

How we design a blend solution for target date investors

We've built a target date solution that blends passive and active investments while maintaining the benefits of active management. Read More

From the Field

Our fixed income design added value for retirement investors

A review of fixed income enhancements in our target date designs shows that they yielded tangible benefits in portfolios at or beyond their target dates. Read More

Make Your Plan

How a Monte Carlo analysis could help improve your retirement plan

For most investors, a good score—rather than a perfect one—can help create a plan that balances retirement spending needs with leaving a legacy to their heirs. Read More

From the Field

How AI is transforming retirement solutions

Learn how T. Rowe Price is using generative AI to add value for retirement clients, while guardrails help to safeguard sensitive client information. Read More

In the Spotlight

Make it personal: The next chapter for target date solutions

Personalized target date solutions that incorporate an individual’s financial realities as participants near retirement could help improve participant outcomes. Read More

In the spotlight

The success of defined contribution plans and the road ahead

Defined contribution plans have improved retirement saving and investing for American workers, and they should be leveraged to do more for an evolving workforce. Read More

View All Retirement Income

Your trusted partner for retirement plan services

Help plans and participants achieve better outcomes—with personalized support and dynamic solutions from a retirement leader.

Midyear Market Outlook

Lead your clients toward their retirement goals

View our full range of strategies to support the process to get your clients to their retirement goals—all backed by our strategic investing approach.

Advisor Services
Retirement Plan Services
DCIO
Variable Annuity

Important Information

Past performance cannot guarantee future results. All investments are subject to market risk, including the possible loss of principal.

202404-3531107 

You are using an unsupported browser that might prevent you from accessing certain features on our site

We suggest clicking an icon below to download a supported browser.

Google Chrome Download Google Chrome Firefox Download Firefox Microsoft Edge Download Microsoft Edge Safari Download Safari

Preferred Website

Do you want to go directly to the Financial Advisors/Intermediaries site when you visit troweprice.com ?

You are currently logged in to multiple T. Rowe Price websites.

You will need to log out below and log back in with your Advisor Dashboard credentials.