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Essential Choice®

A prepackaged solution based on industry best practices

Do you need an easy solution that gets your plan up and running quickly?

Essential Choice® is designed specifically for:

  • Plans with up to $5 million in plan assets
  • Busy plan sponsors and financial professionals who serve multiple roles in a plan’s administration
  • Plan sponsors who prefer a fixed pricing model

A custom proposal—in five easy steps

Use our free and easy-to-use Essential Choice® proposal generator to create a custom proposal. It takes just minutes—from registration to delivery.

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97%

client retention rate with T. Rowe Price

Average small market plan retention rate over 5 years, from 2017–2021.

Dedicated support. Superior service.

The plan experience

We offer the team and tools to help you manage your plan efficiently and with ease.


Your T. Rowe Price team

Experienced and dedicated associates to support your plan every day


Your plan’s long-term health

Dashboards and reports to monitor plan and participant data and investments


Your plan tools

Resources to help reduce administrative burdens so you have greater capacity and time to focus on your plan

Engagement to action to outcomes.

The participant experience

From the moment they are eligible to enroll to their final hours of retirement, your plan participants will receive guidance and support to fuel confident decision-making.

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Personalization to drive outcomes by using and analyzing data for each individual


Integrated financial wellness powered by the right solutions


Financial dashboard for holistic planning

 

Practice management tools to help advisors

Access our latest insights to help you grow your advisor business. 

A spectrum of options.

The investment experience

We offer access to a wide range of proprietary and nonproprietary investment products across all asset classes—with flexible pricing structures.

Broad range of investment options

  • More than 450 proprietary mutual funds
  • A platform that supports the use of diversified portfolios
  • Multiple share class options available
  • Flexible self-directed brokerage services1

1 Brokerage services offered by Charles Schwab & Co., Inc. (Member SIPC).

Target date solutions

Our T. Rowe Price glide paths offer:

  • Multiple investment types, including mutual funds, trusts, or custom solutions
  • Hybrid or blend approaches, which strategically add passive components
  • Active management focus

Strategic investing

See how our investment professionals go out into the field to get the full story.

We are the retirement experts by your side.

With over 40 years of experience backed by a reputation of reliability, we have the expertise to help you take your plan to the next level.

Consider the investment objectives, risks, and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, call (800) 638-7890. Read it carefully.

T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds.

202406 - 3670777

Retire With Confidence®
We’re driven by our purpose: Keeping retirement at the heart of everything we do.
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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.