•  

 

Outside Grants, Fellowships and Sponsored Research

 

1. 2009-2011 Research/Center Grant.

   • Source: Social Security Administration.

   • Project: To assist in general research and product testing leading to the creation of educational materials that help people make reasonable financial decisions throughout their working lives into retirement. Funding allotted to run a Center for Interdisciplinary Behavioral Finance (CIBFR) and conduct research on retirement investment products and marketing effectiveness. 

   • Other affiliated institutions include the NBER and Brookings and faculty working at Harvard, Yale and Dartmouth.

   • Grant Amount: $742,754  (Co-PI).

2. 2006-2009 Research Grant. 

   • Source: FINRA Investor Education Foundation (Originally named National Association of Securities Dealers Investor Education Foundation).

   • Project Name: “Experiments on Investment Choice: Annuities versus Lump Sum Payments.” 

   • Grant Amount: $252,649.  

3. 2005-2006 Sponsored Research.

   • Source: Center for Retirement Research and the Social Security Administration.

   • Project Name: “Non-Joiners versus Quitters: Determinants of Plan Participation in Voluntary and Automatic Enrollment Defined Contribution Plans.”

4.  2004-2005 Sponsored Research.

   • Source: Center for Retirement Research and the Social Security Administration.

   • Project Name: “Personalized Retirement Advice and Managed Accounts: Who Uses Them and How Does Advice Affect Behavior in 401(k) Plans.”

5. 2002-2003 Sponsored Research.

   • Source: Center for Retirement Research and the Social Security Administration.

   • Project Name: “Asset Allocation and Information Overload: The Influence of Information Display, Asset Choice and Investor Experience.”

6. 2001-2002 Sponsored Research.

   • Source: Center for Retirement Research and the Social Security Administration.

   • Project Name: “An Analysis of How Individuals React to Market Returns in One 401(k) Plan.” 

7. 2001 Dissertation Fellowship.

   • Source: Center for Retirement Research and the Social Security Administration.

   • Dissertation Name: “Essays in Individual Investor Behavior in 401(k) Plans.”

8. 1999 Sponsored Research.

   • Source: Center for Retirement Research and the Social Security Administration.

   • Project Name: “Portfolio Choice and Trading in a Large 401(k) Plan.”

9. 1999-1995 Graduate Fellowship.

   • Source: Boston College.