Research Themes

We focus on the themes below to help individuals and institutions meet financial and operational objectives.

An old couple enjoying on the beach

Lifetime Income & Retirement Security 
Decisions about converting savings to income in retirement.

A couple having a light moment

Public Sector Pension Reform 
Drivers and impact of changes to the structure of public sector pension plans.

People having a discussion

Retirement Plan Design 
How plan design changes influence the saving and retirement decisions of workers.

Man involved in calculations and noting

Financial Literacy 
Using financial education, guidance and advice to improve retirement outcomes.

Man explaining to woman

Organizational Effectiveness 
Helping institutions understand and adapt to transformational change.

Couple share a light moment by reading thru the laptop

Individual Attitudes & Behavior  
Non-financial factors that influence the retirement planning and saving behavior of individuals.

Men understanding and taking notes on the chart

Public Policy 
Financial-security issues relevant to federal, state, and local policymakers and their staffs.

Doctor reading the file

Retiree Health Care 
Trends in retiree health programs and how health care concerns affect retirement decisions.


Research of particular relevance to these audiences:

Higher Education 



Research Publications

The Institute produces publications for both technical and non-technical audiences.

Academic Publications

Academic Publications  
In-depth analyses on lifelong financial security and organizational effectiveness.

Research Reports

Research Reports 
Topics of strategic importance for non-technical readers.

Research Overviews

Research Overviews 
Conclusions of a single study or multiple studies on a key topic.

Additional Information

Research Program Brochure (PDF)