Putting participants on a confident path to retirement.

Our Retire With Confidence Program for Participants is designed to give your employees an individualized experience that helps them make informed decisions about retirement saving and investing. We believe that when participants feel they are a part of the retirement planning process, their plan satisfaction increases.

70%

of participants choose to make account changes during the conversation.*

*Source: T. Rowe Price

Confidence Check-In Conversations

Providing education. Instilling confidence.

Free and available to all participants, this service provides retirement education and information from lifestage experts. All of our retirement specialists are Series 7 and 66 licensed. They can help participants with retirement planning topics, such as:

Confidence Check-In® Conversations

  • Choosing a 401(k) savings rate
  • Asset allocation
  • Estimated retirement income from account assets
  • Additional potential sources of retirement income
  • Holistic financial viewpoint

92%

of participants who completed a post-conversation survey provided a rating of either "Satisfied" or "Extremely Satisfied."*

*Source: T. Rowe Price

Participants are provided with information they can use to make educated decisions. Afterward, a follow-up email is sent. Each specialist's performance is measured by participant satisfaction, and there are no commissions or product incentives.

These services may not be available for all plan types.

*The Confidence Check-In Conversation may result in discussion of products or services unrelated to your plan which are distributed or provided by T. Rowe Price Investment Services, Inc. or its affiliates; any such products or services are not overseen by your plan or your employer. Confidence Check-In is a trademark of T. Rowe Price, Inc.