T. Rowe Price | Managed Lifetime IncomE
Drove product adoption across employer plans by helping users understand a complex new retirement income tool.
What I did
Created the full content strategy for launch.
Defined how to explain a new retirement product in terms real people could grasp.
Wrote UI copy, landing content, and education modules.
Used plain language and step-by-step framing to build trust and transparency around a complex, unfamiliar offering.
impact
Helped bring the product to market across employer platforms. Content played a key role in driving interest, understanding, and adoption.
Examples
Education hub
Simple overviews, explainer videos, and real-life stories helped users grasp the big picture—while detailed FAQs and inline guidance supported deeper questions and next steps. Clear structure and just-in-time content made the tool feel approachable, trustworthy, and easy to use.
Calculator for equal lifelong payouts
Just-in-time guidance, parallel wording and structure, and clear steps and calls to action made the tool feel manageable—reducing errors, clarifying expectations, and building trust at the point of decision.
"What I like about the calculator page is you have the information bubbles. It's very high-level information, but there are links and things available to dig a little deeper, to fill in any information gaps that you may have, if you're not familiar with these products."
— Usertesting.com participant
Guided transaction
Plain language and step-by-step prompts made the process feel manageable—reducing errors, clarifying expectations, and building trust at the point of action.
Story-driven scenarios
A simple PDF brought UX personas to life—turning user research into relatable, real-world examples that helped people see how the product could fit their own lives.
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