Executive Director level members are entitled to all of the below, plus:

• Consult with Dr. Olivia S. Mitchell of the Pension Research Council about how to structure a customized Executive Education program on retirement security, in collaboration with Wharton’s Exec Ed team.

Executive Director Level Members:

• Bank of America

Director level members are entitled to all of the below, plus:

• One speaking engagement per year for clients or top management by Pension Research Council Executive Director Olivia S. Mitchell (subject to availability)

Director Level Members:

• Fidelity Investments
• Johnson & Johnson
• Vanguard

Associate level members may:

• Send up to three participants to the annual Pension Research Council Symposium at the Wharton School.
• Attend a special dinner hosted by the Council in the fall.
• Propose individual and/or team-based long-range research projects based on Members’ research interests, to be carried out under the aegis of the Pension Research Council.
• Receive information about Executive Education offerings sponsored by the Aresty Institute of the Wharton School, and work with Wharton to design custom training by special arrangement.
• Work with staff to identify students for engagement via the Field Application Project.
• Receive important pension and benefits books published by the Pension Research Council.
• Receive reports on “breaking” research in the form of working papers, affording access to important and policy-relevant analysis in a timely manner.
• Participate in dissemination via media contacts and the Internet.

Associate Level Members:

• AARP
• Almanac Realty Investors
• Capital Group
• Federal Reserve Employee Benefits System
• FINRA
• International Foundation of Employee Benefit Plans
• Investment Company Institute (ICI)
• J.P. Morgan Chase & Co.
• Mutual of America Life Insurance Company

• Ontario Pension Board
• Pacific Investment Mgmt. Co. LLC (PIMCO)
• Prudential
• State Street Global Advisors
• T. Rowe Price
• TIAA
• Willis Towers Watson