Click the links below to view fund prospectuses or download the funds list. (PDF)
Questions about the funds? Contact T. Rowe Price at (800) 472-5000.
|T. Rowe Price Retirement 2010 Fund Advisor Class||
|T. Rowe Price Retirement 2015 Fund Advisor Class||
|T. Rowe Price Retirement 2020 Fund Advisor Class||
|T. Rowe Price Retirement 2025 Fund Advisor Class||
|T. Rowe Price Retirement 2030 Fund Advisor Class||
|T. Rowe Price Retirement 2035 Fund Advisor Class||
|T. Rowe Price Retirement 2040 Fund Advisor Class||
|T. Rowe Price Retirement 2045 Fund Advisor Class||
|T. Rowe Price Retirement 2050 Fund Advisor Class||
|T. Rowe Price Retirement 2055 Fund Advisor Class||
|T. Rowe Price Retirement 2060 Fund Advisor Class||
|T. Rowe Price Retirement Income Fund Advisor Class||
|T. Rowe Price Prime Reserve Fund||
Account Owner acknowledges that a wide array of investment options is made available for the investment of funds held in the HSA. Account Owner understands and agrees that the Custodian is not providing any investment advice to Account Owner or any Authorized Agent and that Custodian is not an investment adviser registered under the Investment Advisers Act of 1940. Account Owner also acknowledges that some of the mutual funds or other investment options that are offered for purchase in the HSA may pay marketing and administrative services or other “revenue sharing” fees, including but not limited to so-called “12b-1” fees to the Custodian in connection with an investment in such funds.
The investment selection and monitoring process is based on peer ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. For each investment with at least a three year history, OBS Financial (an SEC Registered Investment Adviser) monitors the investments based on the following due diligence criteria: (1) Regulatory oversight, (2) Minimum track record, (3) Stability of the organization, (4) Assets in the investment, (5) Composition consistency with asset class, (6) Style consistency, (7) Expense ratio/fees relative to peers, (8) Risk adjusted performance relative to peers, and (9) Performance relative to peers.
Investments are evaluated periodically. Investments that satisfy all of the due diligence criteria receive a passing grade. OBS Financial will suggest a course of action for each investment that does not achieve a passing score. This suggestion may include additional monitoring (WATCH) of the investment, or replacing the investment in the lineup. This process is not intended, nor should it be used, as the sole source of information for reaching an investment decision. For more information on OBS Financial, please visit www.obsfinancialservices.com.