The TIAA Institute supports research and thought leadership through its grants program.

Research grants: Filling important knowledge gaps

The TIAA Institute is partnering with the Pension Research Council of the Wharton School at the University of Pennsylvania to support new research on financial wellness and behavioral finance. The deadline for research proposal submissions is May 16 at 5 p.m. ET. For eligibility requirements and instructions on how to submit a proposal, please see the 2022 Request for Research ProposalsOpens pdf.

In 2021, we funded the following studies:

  • A Counter-Factual Framework for Affordable Human-Resource-Formation in STEM Using the Community College Sector as An Effective Entry Point (Manuel Canché, University of Pennsylvania)
  • Can State Policies Reduce Racial Disparities in Time-To-Degree? Evidence Of Dual Enrollment and Statewide Articulation in Georgia (George Spencer, University of Georgia)
  • Fixed And Variable Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account (Olivia Mitchell, University of Pennsylvania; Raimond Maurer and Vanya Horneff, Goethe University)
  • Development And Testing of a Comprehensive Financial Well-Being Measure (Annamaria Lusardi and Andrea Hasler, George Washington University)

Strategic Collaborations

The TIAA Institute collaborates with leading organizations to advance knowledge in its areas of focus. One of our longstanding partners is the Pension Research Council of The Wharton School of the University of Pennsylvania, with which we fund research focused on the behavioral dimensions of financial wellness.

Featured Fellows

Josef and Margot Lakonishok Professor in Business and Dean, College of BusinessUniversity of Illinois at Urbana-Champaign

Associate Professor
University of Pennsylvania