T. Rowe Beefs Up Reporting Portal

May 31, 2005 (PLANSPONSOR.com) - T. Rowe Price has enhanced its online Client Access Reporting System by adding new functionality including more flexibility in generating and distributing plan reports.

Plan sponsors can now select from pre-built reports or develop customized reports for their needs, a news release said. The announcement also listed new features of the Client Access Reporting System, including:

  • a more intuitive navigation system
  • easier access to frequently used reports
  • the ability to save and share reports in a client preferred format such as PDF, Excel, or intranet
  • the option to schedule reports to be delivered on demand and to receive notification by e-mail when reports are complete
  • a report wizard to simplify the creation of personalized reports
  • online help.

Among its benefits, according to the press release, the Client Access Reporting System can be used to:

  • analyze participant behavior including contribution levels, loans, and investment allocations
  • evaluate the success of communication campaigns
  • spot participant trends that can be useful when making decisions about plans and communicating with participants
  • monitor the usage of new participant services
  • get a snapshot of plan participants segmented by characteristics such as age, region, and tenure.