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ERISA Services
Ongoing support to meet your fiduciary obligations

Being a plan fiduciary carries a great deal of responsibility covering many aspects of plan design, administration, and communication. The T. Rowe Price compliance team's principal charge is to help you understand your fiduciary responsibilities–and mitigate risk.

Compliance team
From pending legislation to product and service updates, our compliance team can help plan sponsors make informed decisions. With our participation in planned investment review meetings and ad hoc dialogs, our dedicated team of analysts can help a plan stay compliant.

Accessible You can contact us directly when you need answers.

Experienced Our team maintains professional designations and direct access to legal resources.

Proactive We provide active consultation to help sponsors anticipate potential problems before they arise.

Compliance analyst
The compliance analyst helps sponsors stay informed of the latest regulatory changes and address a plan's evolving needs. Through collaboration, we are better able to understand each plan's unique issues. This open flow of information allows us to serve as advocates for each plan, often helping plan sponsors anticipate and resolve issues before they arise.

Nondiscrimination testing
This annual testing requirement for qualified plans is intended to ensure that a plan's contribution formulas do not favor highly compensated employees (HCEs).

  • T. Rowe Price can perform these tests at a plan sponsor's request—with great care to ensure they are executed properly.
  • Our team's experience with all aspects of plan design and testing allows us to provide information plan sponsors can use to improve their chances for success.
  • In some cases, we can help plan sponsors identify ways to make their plans more attractive to non-HCEs or recommend changes to plan design.

 

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