Introduction
T. Rowe Price
www.troweprice.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #13 | $180,549 | |||
401(k) | $162,219 | |||
403(b) | $2,967 | |||
457 | $9,652 | |||
NQDC | $2,611 | |||
All Other | $3,100 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #17 | 1,981,867 | |||
<$10MM | 86,057 | |||
$10MM – $50MM | 122,955 | |||
>$50MM – $200MM | 291,056 | |||
>$200MM – $1BMM | 741,303 | |||
>$1B | 740,496 |
Service Offerings | |
---|---|
New client restrictions | No Taft-Hartley plans |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 7 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 7 a.m. - 10 p.m. ET Saturdays: 7 a.m. - 10 p.m. ET |
Online chat support | Yes |
Mobile app | Yes |
Managed account options | Financial Engines; Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Omni / Relius; DST Systems TRAC |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |