Pension Research Council Welcomes Fidelity Investments as Associate Member

The Pension Research Council at the Wharton School of the University of Pennsylvania is pleased to announce that Fidelity Investments has rejoined the Council as an Associate Member for 2022.

Mr. Shams Talib, Executive Vice President and Head of Workplace Consulting at Fidelity Investments 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 retirement in the United States and abroad.”

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: “The Council is delighted to continue our research relationship and collaboration with Fidelity Investments on matters of retirement security and financial literacy.”

About Fidelity Investments

The Workplace Consulting division within Fidelity Investments is focused on helping employers assess and improve the effectiveness of their benefit programs, engage employees, and design and implement successful workforce planning strategies that deliver measurable return on investment. Fidelity has long been a leader in the employee benefits space, helping more than 22,000 businesses manage their benefits programs and helping 38 million people invest and manage their retirement savings. For more information about Fidelity Investments, visit

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 repository on Scholarly Commons.

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 18,000 participants in executive education programs annually and a powerful alumni network of more than 100,000 graduates.


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