Pension Research Council Welcomes Bank of America Merrill Lynch as a Director Member

The Pension Research Council at the Wharton School of the University of Pennsylvania is pleased to announce that Bank of America Merrill Lynch has rejoined the Council as a Director member for 2019. Bank of America first joined in 2015.

Mr. Surya Kolluri, Managing Director, Policy and Market Planning for Retirement & Personal Wealth Solutions at Bank of America Merrill Lynch said, “The Pension Research Council of the Wharton School has made significant contributions to understanding how people worldwide prepare for retirement, and we are delighted to support this effort.  We look forward to working with our academic and business partners to advance research, explore policy issues, and develop innovative approaches to a financially secure retirement.”

Dr. Olivia S. Mitchell, Professor of Insurance/Risk Management and Applied Economics/Policy, and Executive Director of the Wharton’s Pension Research Council at the University of Pennsylvania, said: “It is my great pleasure to deepen the research relationship we have established with Bank of America Merrill Lynch. We will continue to work together to enhance retirement security around the globe.”

Bank of America Merrill Lynch offers financial solutions to mid- to large- sized companies, corporations, and institutions, providing services such as business banking, global commercial banking, global corporate and investment banking, and global markets. For individuals, Bank of America Corporation, including Merrill Lynch and U.S. Trust, specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management.

The Pension Research Council is committed to generating debate on key policy issues affecting pensions and other employee benefits. The Council sponsors interdisciplinary research on private pension and social security programs, as well as related benefit plans in the United States and around the world. It supports scholarly research on global aging, successful retirement, and retirement income security while facilitating access to research and data critical to the investigation of retirement security. Recent working papers are available for download at The Pension Research Council Working Paper Library.

The Wharton School of the University of Pennsylvania
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 9,000 participants in executive education programs annually and a powerful alumni network of 92,000 graduates.

Download the Press Release