Wharton School’s Pension Research Council Welcomes Fidelity Investments as Associate Level 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 2024.

Mr. Shams Talib, Executive Vice President, Head of Fidelity Workplace Consulting and Enterprise Defined Benefit at Fidelity Investments said, “Now more than ever during uncertain times, people are looking for innovative solutions as they prepare for retirement. We look forward to engaging with the Pension Research Council to further advance research in this space.”

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 with Fidelity Investments. We look forward to ever-greater collaboration 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 23,000 businesses manage their benefits programs and helping 38 million people invest and manage their retirement savings. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company

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. Working papers are posted on the Pension Research Council website and available for download.

The Wharton School of the University of Pennsylvania

Founded in 1881 as the world’s first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With a faculty of more than 235 renowned professors, Wharton has 5,000 undergraduateMBAexecutive MBA, and doctoral students. Each year 100,000 professionals from around the world advance their careers through Wharton Executive Education’s individual, company-customized, and online programs, and thousands of pre-collegiate students explore business concepts through Wharton’s Global Youth Program. More than 105,000 Wharton alumni form a powerful global network of leaders who transform business every day. For more information, visit www.wharton.upenn.edu.

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