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client retention rate with T. Rowe Price
Average small market plan retention rate over 5 years, from 2017–2021.
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
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.
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
Access our latest insights to help you grow your advisor business.
We offer access to a wide range of proprietary and nonproprietary investment products across all asset classes—with flexible pricing structures.
1 Brokerage services offered by Charles Schwab & Co., Inc. (Member SIPC).
Our T. Rowe Price glide paths offer:
See how our investment professionals go out into the field to get the full story.
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.
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