Explore your options
Why roll over with us
previous employer's retirement plan. You can roll over a 401(k) to a T. Rowe Price
IRA and invest in low-cost mutual funds with no loads, commissions, or
sales charges. This means more of your money goes to work for you.
Consider your rollover IRA options
We'll help you select a set of mutual funds to best meet your investing needs,
and handle most of the paperwork, too.
Transfer an IRA
We bring you over 75 years of trust and reliable investment management. And
investment guidance specialists to guide you through the process.
Here are four more excellent reasons to invest with T. Rowe Price:
low-cost, no-load investments
to choose from, so more
of your money goes to work for
you. Keep in mind that an
IRA may be subject to an
annual fee, and a fee may be
assessed if the IRA is closed.
Guidance and convenience
open an account, access
practical information, and get
help from knowledgeable
approach is rooted in
proprietary research and
carried out by experienced
Funds beat their 10-year category
averages as of 12/31/14.1 We also
offer over 100 no-load mutual
funds. Of course, past
performance cannot guarantee
including possible loss of principle.
former workplace retirement plan or IRA at another provider to a
new or existing IRA with T. Rowe Price.
Our rollover specialists provide objective guidance and service. They’ll help you:
- Weigh your options and determine which is right for you
- Consider appropriate mutual funds for your IRA
- Complete the necessary forms
- Contact your former employer and arrange to move your money
Rolling over or transferring $100,000+
You're eligible for exclusive benefits and enhanced service. Learn more
*The principal value of the Retirement Funds is not guaranteed at any time, including at or after the target date, which is the approximate year an investor plans to retire (assumed to be age 65) and likely stop making new investments in the fund. If an investor plans to retire significantly earlier or later than age 65, the funds may not be an appropriate investment even if the investor is retiring on or near the target date. The funds' allocations among a broad range of underlying T. Rowe Price stock and bond funds will be over time. The funds emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus on supporting an income stream over a long-term postretirement withdrawal horizon. The funds are not designed for a lump-sum redemption at the target date and do not guarantee a particular level of income. The funds maintain a substantial allocation to equities both prior to and after the target date, which can result in greater volatility over shorter time horizons. Diversification cannot assure a profit or protect against loss in a declining market.