• Bernard Schwartz, "Retirement Equity Lab." 2014-2017.

  • National Endowment for Financial Education, "Untangling the Determinants of Retirement Savings Balances." 2014.

  • Borchard Foundation Center on Law and Aging, "The Crisis of Jobs and Healthcare for Unemployed Americans Aged 55-64." 2012.

  • W.E. Upjohn Institute for Employment Research, "Falling Through the Cracks: The Crisis of Jobs and Healthcare for Unemployed Americans Aged 55-64." Co-Principal Investigator with Joelle Saad-Lessler. 2011.

  • Rockefeller Foundation for two projects on Beyond the 401(k): Guaranteeing Retirement Security, September 2010.

  • Retirement Research Foundation, "Pensions and Health Insurance in Low Wage Labor Markets." Co-Principal Investigator with Mary Lee. July 2003 - June 2005.

  • Alfred P. Sloan Foundation for Roundtable Workshop on “Work Options for Mature Americans.” December 8, 2003.

  • Retirement Research Foundation, “Making Retirement Work: Affording Pensions for All Americans.” January 2002-May 2003.

  • Retirement Research Foundation, “Making Retirement Work: Affording Pensions for All Americans.” September 1999-December 2001.

  • Retirement Research Foundation, "American Retirement Income Security: Cooperation or Conflict between Generations, Firms, and Workers?" November 1998-September 1999.

  • Massachusetts Financial Services and Victory Capital Management, “Workplace Practices and Financial Performance.”

  • Ford Foundation with the University of California (co-PI), "High Performance Pensions."

  • U. S. Department of Labor Grant, "Pension Practices of Innovative Firms - 1993-1994.”

  • U. S. Department of Labor Grant, "Pension Funds and the Financial System - 1991-1992.”