Champions were built
Big ideas were shared
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It was awesome. I felt very much welcomed and well received." —First time attendee
April 29—May 1
2025
Celebrating 40 years
Top-rated session:
Investment Markets Update
Arlington, TX
Helpful information, and it was presented in an efficient and engaging manner." —Virtual attendee
Nothing says networking like a team salsa challenge.
Forum Central was busier than ever as attendees got to know us, chatted with each other, and visited each station.
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Inside Forum
Inside Forum
Latest from T. Rowe Price
Investment Insights
Fiduciary University
Deliberate Innovation
Inside Washington
Peer Exchange
Modern Technology
Products and Services
Market Update
Fiduciary University
Deliberate Innovation
Inside Washington
Peer Exchange
Modern Technology
Products and Services
Market Update
Investment Insights
Latest from T. Rowe Price
8.5%
Our deferral average
7.4% National deferral average
May 18—20, 2026
JW Marriott Nashville | Nashville, TN
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the date
The future of multi-asset is personalized and flexible.
Your role as a fiduciary is important.
Fiduciary 101 CE attendees
69
advocating for you and your participants.
We're in the rooms where it happens,
Innovate with us.
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attendees joined the innovation panel
30
of attendees participated in the Forum Central research activity
74%
attendees participated in the innovation panel workshops
41
Here's what you discussed:
great turn at sharing ideas
1
marketing principles
7
At T. Rowe Price, AI is all about people.
—Sébastien Page, Chief Investment Officer
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Let's Tackle SECURE 2.0
Our Market Volatility Insights
A choice of retirement income solutions to match specific participant goals.
Built on the foundation of our target date strategy.
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Our Retirement Ecosystem
How do you respond to plan participants that are anxious about market volatility? As active managers, we need to have a playbook to navigate these markets.
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Source: T. Rowe Price Reference Point 2025
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Personalization, emotional engagement, and personal help are key marketing principles to reach participants and eligible employees.
Leverage incentives where possible to inspire action.
Consider ways to engage internal influencers and senior leaders to promote the retirement program using podcasts, live webinars, or short videos—storytelling by trusted leaders can be effective.
Explore location visits, webinars, and one-on-one financial planning sessions to address personal barriers, particularly for employees facing technological literacy or language differences.
Think about reducing frequency and increasing intentionality. Combining important messages with the time where employees are most likely to act can increase effectiveness.
Intermediate Fiduciary CE attendees
66
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