The TIAA Institute is again partnering with the Wharton School’s Boettner Center/Pension Research Council at the University of Pennsylvania to fund innovative research related to older Americans’ financial wellness, behavioral insurance, and retirement planning. We are now accepting research proposals on these topics. Final funding decisions will be contingent upon continued funding from TIAA.
Eligibility: Any faculty member with an active appointment at a U.S. college or university is eligible to submit a proposal, as are researchers with appointments at public policy research organizations. Junior faculty members are encouraged to apply and special consideration will be given to their applications.
RESEARCH RATIONALE AND PRIORITY AREAS
We seek proposals to undertake research and analysis of the following Priority Research Topics:
Employee Engagement, Retirement Planning, and Lifetime Income: Topics under this project will explore nudges and other mechanisms for engaging
potentially disengaged workers in behaviors to improve their retirement readiness.
Behavioral Insurance, Consumer Misperceptions, and Financial Security: Behavioral economics offers tools to evaluate why consumers underinsure their
retirement income risks. Topics under this project will explore employees’ and retirees’ perceptions of insurance, and ways to better communicate
options for such protection.
Financial Wellness, Financial Literacy, and Plan Design: Many consumer subgroups are financially fragile and lack the financial literacy needed to improve
their well-being. Projects under this heading will explore how wellness programs and tools, targeted to demographic segments (e.g. Gen Y,
Hispanics, working women, etc.), can improve financial well-being.
For more information on how to apply, please visit the PRC’s website or download the application instructions here.