Rolling over or transferring $100,000 or more?

Gain access to exclusive benefits and enhanced services. Call 800-409-0978.

When you roll over or transfer $100,000 or more to an IRA, you can speak with an Investment Counselor about these exclusive benefits and
enhanced services:

Exclusive benefits

To help you better manage your portfolio, we offer:

  • Fee waivers and discounts
  • T. Rowe Price market and investment insights
  • Independent, third-party resources, such as Premium

T. Rowe Price Advisory Planning Services

There are fees for Advisory Planning Services, but, depending on your asset level, they may be free for you. Please visit Advisory Planning Services for additional information.

To help you view your rollover as part of an overall portfolio strategy, our investment counselors can provide:

  • A full review of your financial situation
  • An analysis of your strategy against market scenarios
  • Specific advice to help you meet your retirement goals
  • Ongoing annual checkups

Assistance with your rollover

We will:

  • Take care of all the paperwork
  • Coordinate with your current financial institution
  • Provide dedicated Investment Counselors for personalized attention