- AARP’s Social Security Innovation Challenge. “Catch-Up Contributions: A Voluntary, Equitable, and Affordable Solution to the Retirement Savings Crisis.” 2017.
- 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.”
