October 2022 / RETIREMENT INSIGHTS
Retirement Income Framework
This process is designed to help sponsors identify retirement income solutions that merit further exploration and rule out less suitable approaches. By bringing focus to resources that are already provided or available to the plan, you can more easily evaluate the merits of new investment solutions for retirement income.
STEP 1: Establish baseline plan objectives, participant needs and preferences, and possible limitations
STEP 2: Complete the income evaluation framework to assess single-asset, multi-asset, and annuity-based options
STEP 3: Further exploration by applying due diligence to services and solutions identified
Important Information
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The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation, or a solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
The material is not intended for use by persons in jurisdictions that prohibit or restrict the distribution of the material, and in certain countries the material is provided upon specific request. It is not intended for distribution to retail investors in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
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T. Rowe Price Associates, Inc.
October 2022 / U.S. FIXED INCOME