Advisor Firm Logo Here HIDDEN VALUE OF A 401(K) Client
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Advisor Firm Logo Here HIDDEN VALUE OF A 401(K) Client logo placeholder Add Rep Name Here
TERMS OF USE By using this presentation, you understand and agree to the following: You understand that T. Rowe Price does not undertake to give investment advice in a fiduciary capacity by making available this presentation and that T. Rowe Price Associates, Inc. and/or its affiliates (“T. Rowe Price”) may receive revenue from products and services made available by T. Rowe Price, including investment management, servicing, or other fees related to making available and/or servicing certain investments on its recordkeeping platform. To the extent you modify this presentation you will not attribute this presentation to T. Rowe Price through co-branding or otherwise. To the extent you provide investment recommendations to clients or prospective clients, you will not attribute any such recommendation(s) to T. Rowe Price. You are responsible for satisfying all applicable regulatory standards relating to this communication’s use by your firm, including all applicable content, approval, recordkeeping, and filing requirements. Please insert your data/content where indicated and delete these terms of use and various instructions throughout the PPT before using.
About the study Source: T. Rowe Price 2018 Retirement Plan Research: Where 401(k) Design and Corporate Profitability Cross Paths All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc. Source: BrightScope. 2019 Strategic Insight Inc. All Rights Reserved. Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA. 3
The Findings Source: T. Rowe Price 2018 Retirement Plan Research: Where 401(k) Design and Corporate Profitability Cross Paths 2019 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc.
Your plan’s ratings From BrightScope YOUR PLAN PARTICIPATION GREAT DEFERRALS ABOVE AVERAGE ACCOUNT BALANCE ABOVE AVERAGE COMPANY GENEROSITY GREAT Source: BrightScope. 2019 Strategic Insight Inc. All Rights Reserved. Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA. troweprice.com/valueof401k
Your plan’s ratings versus your peers’ From BrightScope COMPETITOR A YOU COMPETITOR B PARTICIPATION GREAT AVERAGE BELOW AVERAGE DEFERRALS GREAT AVERAGE POOR ABOVE AVERAGE ABOVE AVERAGE AVERAGE AVERAGE ABOVE AVERAGE AVERAGE ACCOUNT BALANCE COMPANY GENEROSITY Source: BrightScope. 2019 Strategic Insight Inc. All Rights Reserved. Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA. troweprice.com/valueof401k
Plan Design Considerations Add here recommendations for your client or prospective clients plans based on their ratings or their peers. Defend your current plan strategy based on results (defend funding Promote value you bring to the plan) Use this as a way to reposition adjustments or improvements to plan design based on results (auto enrollment? Auto escalation? Loan Withdrawals)
TERMS OF USE By using this presentation, you understand and agree to the following: You understand that T. Rowe Price does not undertake to give investment advice in a fiduciary capacity by making available this presentation and that T. Rowe Price Associates, Inc. and/or its affiliates (“T. Rowe Price”) may receive revenue from products and services made available by T. Rowe Price, including investment management, servicing, or other fees related to making available and/or servicing certain investments on its recordkeeping platform. To the extent you modify this presentation you will not attribute this presentation to T. Rowe Price through co-branding or otherwise. To the extent you provide investment recommendations to clients or prospective clients, you will not attribute any such recommendation(s) to T. Rowe Price. You are responsible for satisfying all applicable regulatory standards relating to this communication’s use by your firm, including all applicable content, approval, recordkeeping, and filing requirements. Please insert your data/content where indicated and delete these terms of use and various instructions throughout the PPT before using.
TO PLAN SPONSORS This presentation should only be used as a visual presentation for client meetings. This program should not be altered, printed, distributed, or posted for employees to access. TO WEB MEETING ATTENDEES This web meeting may be recorded and posted for other employees to access. For security reasons, please do not speak or email any personal information during this meeting. For example, you should not give your address, Social Security number, or account information during this web meeting.
