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Retirement Insights

Making the Benefit Connection Series

June 2024 / RETIREMENT

A five-dimensional framework for retirement income needs and solutions...

A five-dimensional framework for retirement income needs and solutions...

A five-dimensional framework for retirement...

A new tool to help DC plan sponsors evaluate retirement income solutions for their...

By Berg Cui & Jessica Sclafani

By Berg Cui & Jessica Sclafani

June 2024 / MULTI-ASSET

Building next-generation target date strategies through personalization

Building next-generation target date strategies through personalization

Building next-generation target date strategies...

Technology has opened up new opportunities to personalize target date strategies.

By Multiple Authors

By Multiple Authors

March 2024 / RETIREMENT INSIGHTS

#Dontbebasic: Three Reasons to Evaluate Your Target Date Solution

#Dontbebasic: Three Reasons to Evaluate Your Target Date Solution

#Dontbebasic: Three Reasons to Evaluate Your...

By Jessica Sclafani

Jessica Sclafani Global Retirement Strategist

August 2024 / RETIREMENT

Stretching a Match

Stretching a Match

Stretching a Match

Restructuring employer matching contributions could encourage higher employee deferral...

2024 U.S. Retirement Market Outlook

April 2024 / GLIDE PATH DESIGN

Beyond averages: A more robust approach to glide path design

Beyond averages: A more robust approach to glide path design

Beyond averages: A more robust approach to...

Key inputs for target date glide path designs should reflect diversity of DC plan...

April 2024 / RETIREMENT INSIGHTS

Reference Point

Reference Point

Reference Point

By T. Rowe Price

T. Rowe Price

September 2023 / RETIREMENT

Planning for Spending Volatility in Retirement

Planning for Spending Volatility in Retirement

Planning for Spending Volatility in Retirement

Access to liquidity and a focus on growth could mitigate spending increases.

By Sudipto Banerjee

Sudipto Banerjee Director of Retirement Thought Leadership

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GIPS® Information

T. Rowe Price ("TRP") claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. T. Rowe Price has been independently verified for the 27-year period ended June 30, 2023, by KPMG LLP. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report.

TRP is a U.S. investment management firm with various investment advisers registered with the U.S. Securities and Exchange Commission, the U.K. Financial Conduct Authority, and other regulatory bodies in various countries and holds itself out as such to potential clients for GIPS purposes. TRP further defines itself under GIPS as a discretionary investment manager providing services primarily to institutional clients with regard to various mandates, which include U.S, international, and global strategies but excluding the services of the Private Asset Management group.

A complete list and description of all of the Firm's composites and/or a presentation that adheres to the GIPS® standards are available upon request. Additional information regarding the firm's policies and procedures for calculating and reporting performance results is available upon request. 

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