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A digital solution with a proven, step-by-step plan to help employees reach their financial goals.

SmartDollar® provides a path to financial wellness and retirement preparedness.

SmartDollar is designed to create and maintain engagement, moving participants along a guided path to financial success.

From foundational principles, such as building an emergency fund, to more advanced activities, including funding college and paying off mortgages early, SmartDollar participants will learn and take steps toward financial wellness. These seven steps, called the 7 Baby Steps, help participants get small wins early, which builds momentum and helps create lasting behavior change.

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“We were hearing sad stories of people who wanted to retire but couldn’t. With SmartDollar, we now hear stories of people paying off their debt and saving for the future.” Benefits Manager, Manufacturing

What is SmartDollar?

03:35 min. video

Education that inspires. Tools that equip.

The SmartDollar employee wellness benefit combines engaging videos and articles with clear, progressive steps to help employees set financial goals. This video will give you a quick overview of SmartDollar and the amazing results employees are seeing across the country.

SmartDollar makes it easy for companies to launch and help employees reach their financial goals.

Benefits of the T. Rowe Price and SmartDollar relationship

  • Integration into the participant website for easy access to SmartDollar education
  • Robust plan-level reporting
  • Comprehensive education that helps participants reach their financial goals and contribute to their retirement savings

For more details on our relationship with SmartDollar or if you would like to share details with your colleagues, download this brochure:

SmartDollar is a third-party service provider and is not affiliated with, nor is it an employee of, T. Rowe Price.

Contact your T. Rowe Price representative or reach out directly to the SmartDollar team for a personalized presentation to learn more.

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T. Rowe Price Retirement Plan Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this website (including all links) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised on this website.

T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds. ©2024 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc. RETIRE WITH CONFIDENCE is a trademark of T. Rowe Price Group, Inc.