Exclusively for you
Solutions that drive outcomes for One Digital
We are stronger together.
We offer unique solutions to drive new business opportunities for OneDigital advisors and provide compelling investment pricing that helps reduce cost and drive toward positive outcomes.
Our Digital Financial Wellness Integrations
We prominently feature OneDigital services front and center on the participant website—now on the homepage and soon in other places. It's integration that puts One Digital in the spotlight, driving business opportunities for you.
Personalized Portfolios powered by Morningstar Investment Management LLC
Financial Academy Integration
Multiple Target Date Options to Suit Client Preferences
Our Target Date Strategies are focused on delivering the full value of active management and managing volatility around retirement.
And now you can leverage OneDigital scale to bring your discretionary clients competitive pricing, no matter which T. Rowe Price target date suite option they choose.
Common Trust Fund Aggregation Pricing
With Common Trust Fund Aggregation Pricing, OneDigital clients have even more flexibility to choose the most appropriate investment. This policy allows access to the full investment suite without pricing being a limitation.
T. Rowe Price’s Common Trust Fund Fee Aggregation Pricing policy allows you to access breakpoint pricing across the entire target date CIT suite (Retirement Trusts, Retirement Hybrid Trusts, Retirement Blend Trusts, or Target Trusts) on two available glide path options
TOOLS FOR CLIENT CONVERSATIONS
Talking with your plan sponsor clients about investment lineups? We’ve created two helpful resources to add to your toolkit:
Contact your representative and get a demo of all the
ways we put OneDigital front and center.
For more information about adding investments to your client’s plans, please contact your One Digital team or your T. Rowe Price sales representative. T. Rowe Price and One Digital are not affiliated companies. For use only by T. Rowe Price with One Digital financial professionals.
The T. Rowe Price common trust funds (Trusts) are not mutual funds; rather, the Trusts are operated and maintained so as to qualify for exemption from registration as mutual funds pursuant to Section 3(c)(11) of the Investment Company Act of 1940, as amended. The Trusts are established by T. Rowe Price Trust Company under Maryland banking law, and their units are exempt from registration under the Securities Act of 1933. Investments in the Trusts are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies or T. Rowe Price Trust Company and are subject to investment risks, including possible loss of principal. For additional information on the common trust funds being offered, including a trust fact sheet, please call T. Rowe Price.
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