Pension Research Council Welcomes the FINRA Investor Education Foundation as Associate Member

The Pension Research Council at the Wharton School of the University of Pennsylvania is pleased to announce that the FINRA Investor Education Foundation (FINRA Foundation) has joined the Council as an Associate Level Member of the Council for 2021.

Ms. Gerri Walsh, President of the FINRA Foundation, said, “As the world seeks to recover from the financial and economic distress associated with the COVID-19 pandemic, the interdisciplinary research of the Pension Research Council will be critical in understanding how to best promote broader prosperity over time. We look forward to working with our academic and business partners to advance this research that will serve as the new building blocks for 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 will benefit greatly from its close research relationship with the FINRA Investor Education Foundation. We look forward to a robust and productive collaboration on matters of retirement security and financial literacy.”

About the FINRA Investor Education Foundation

The FINRA Investor Education Foundation supports innovative research and educational projects that give underserved Americans the knowledge, skills and tools to make sound financial decisions throughout life. For more information about FINRA Foundation initiatives, 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 13,000 participants in executive education programs annually and a powerful alumni network of 99,000 graduates.

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