Tailored Choice®
A solution designed for growing companies
Do you need a solution that can provide flexibility for your growth strategy?
Tailored Choice® is designed specifically for:
- Plans with $50 million to $150 million in plan assets
- Plan sponsors in need of consultative, high-touch service
- Total retirement outsourcing
Chatham Partners 2023 Institutional Client Satisfaction Survey. The Chatham benchmark includes firms that represent 54% of the total recordkept market share (source: Cerulli 2021 U.S. Retirement Markets Report). All references contained here to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: © 2015 Satmetrix Systems, Inc. All rights reserved. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld.
The plan experience
We offer the team and tools to help you manage your plan efficiently and with ease.
Your T. Rowe Price team
Our “one team” approach provides you with consistent access to assigned and tenured T. Rowe Price specialists—before the conversion, during the transition, and every day after that
Consultative focus
Insights and guidance to shape plan design and compliance for defined contribution, defined benefit, and nonqualified plans
Holistic plan tools
Resources to help reduce administrative burdens and monitor your plan’s health so you can stay focused on long-term goals
Practice management tools to help advisors
Access our latest insights to help you grow your advisor business.
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.
Personalization to drive outcomes by using and analyzing data for each individual
Our flexible framework offers a suite of financial wellness solutions for participants. With added integrations by Optum, SoFi, Morningstar, Edelman Financial Engines, and SmartDollar, we help participants make informed decisions about their financial health.
Financial dashboard for holistic planning
Optum, SoFi, Morningstar, Edelman Financial Engines, and SmartDollar are third-party service providers and are not affiliated with T. Rowe Price.
The investment experience
We offer access to a wide range of proprietary and nonproprietary investment products across all asset classes—with flexible pricing structures.
Open architecture
- Access to over 9,500 mutual funds as well as institutional products such as trusts
- A platform that supports the use of diversified portfolios
- Ability to offer publicly traded company stock
- Updated self-directed brokerage services featuring an enhanced user experience1
- Competitive cost structure
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 even as custom solutions
- Hybrid or blend approaches, which strategically add passive components
- Active management focus
We believe in 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.
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