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Open a 401(k) Plan

About 401(k) Plans
An Individual 401(k) Plan allows an employed individual and small business owner (and their spouse), to make highest possible retirement contributions.


Step 1: Review the Individual 401(k) Guidebook for product features and benefits.

 

   
Step 2: Download and Complete Forms Then Mail to T. Rowe Price
 
The Information and Services Agreement allows you to set up your account with T. Rowe Price and set up online account access via Plan Sponsor Web (PSW).  

Use the Participant Account Form for yourself and your spouse (if applicable) to specify the mutual fund(s) in which you'd like to invest.
 


Step 3a: (optional) Download, Complete the Participant Transfer-In Form and Follow the Mailing Instructions Provided on the Form
   
This form allows you to transfer money from another Individual 401(k) plan to your T. Rowe Price Individual 401(k) Plan.  
Step 3b: (optional) Download and Complete Invest Participant Rollover Assets Form and Mail to T. Rowe Price
   
This form allows you to roll over assets from a former employer's 401(k) or other eligible retirement plan.  
Step 4: Get Your Plan Sponsor Web Site Operator ID
   
A unique Operator ID will be mailed to you once your application has been processed. It should arrive within 7 to 10 days.  


Step 5: Activate and Set Up Your Plan Sponsor Web Site
   
Once you've received your Operator ID and temporary password, you can access Plan Sponsor Web, which allows you to administer your plan online.  


Step 6: Contribute to Your Account
   
Once you've established your Plan Sponsor Web site, you can begin contributing.  

 

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