Research Projects

Pension Roles and Functions

This work examines the role and function of pensions, both public and private, as they affect and in turn influence labor and capital markets. One project examines contribution, investment, trading, and loans in US 401(k) plans, with Steve Utkus and colleagues from Vanguard. Another project with John Piggott (UNSW) explores the future of workplace pensions, and a third project focuses on public sector retiree benefits, with Robert Clark (NC State). We are also researching knowledge of pensions and financial literacy in the public sector, with Clark and Annamaria Lusardi (GW).

Economics of Retirement and Health

Under this heading we have a range of projects having to do with the economics of retirement and health including financial literacy and earnings variability. We are using the Health and Retirement Survey (HRS) as well as the American Life Panel (ALP). Project associates include Annamaria Lusardi, Jeffrey Brown (UIUC), Arie Kapteyn (USC), and Erzo Luttmer (Dartmouth). We are also working on retirement and pensions in Asia, with one project in Singapore. Associates include Benedict Koh and Bryce Hool (SMU).

Lifecycle Portfolio Management

This research focuses on work, consumption, saving, investments, withdrawals, and annuitization during the decumulation or distribution phase of retirement. Associates include Raimond Maurer, Hugh Kim (University of South Carolina), and Ralph Rogalla (St. John’s University).

Contact  Us

Pension Research Council
The Wharton School of the University of Pennsylvania
3620 Locust Walk, 3302 Steinberg Hall–Dietrich Hall
Philadelphia, PA 19104-6302
Tel: 215.898.7620 | Fax: 215.573.3418 |
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