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Staying on top of day-to-day plan activities doesn't have to be complicated.
Plan Management, part of your digital toolkit, simplifies how you run your plan--increasing your efficiency and effectiveness.
Plan Activity
Plan Activity provides a transparent and streamlined way to take control of plan administration and collaborate with your T. Rowe Price team.
- Submit plan and participant requests
- Track the status of your requests and tasks anytime
- Access resolution of participant and plan matters
On-Demand Reporting
On-Demand Reporting lets you build reports how you want them whenever you want them.
- Designed to meet all of your reporting needs
- Pre-built reports for grab and go
- Built reports on specific data points you are looking for
- Easily share these reports with your team to stay on the same page
Detailed Plan Reporting at Your Fingertips
0:54 min. video
Additional tools to help you more efficiently manage your plans.
Contribution Manager
Securely review and approve your contribution and loan repayment totals before funding, including corrected amounts and payroll date changes.
Participant Look-up
View participant details in order to verify plan inquiries or make content updates.
Transfer Files
Securely transfer files back and forth with T. Rowe Price, view current reports, and manage your report preferences.
Contact your T. Rowe Price representative to find out how we can take your plan to the next level.