Retirement Management Journal

IWI’s Retirement Management Journal—the first peer-reviewed journal designed to promote research, scholarship, and innovative thinking with respect to retirement and retirement-income planning—is an annual publication intended to help advisors gain insights and strategies to help clients prepare for financial independence during this important life stage.

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RMJ VOL. 12, NO. 1, 2023

This edition of the Retirement Management Journal offers a range of content that explores critical topics, advancing our goal of expanding the body of retirement and retirement-income knowledge.

One highlight is titled, "Biased Advice? The Relationship Between Financial Professionals’ Compensation and Social Security Retirement Benefit Claiming Decisions." Authored by David Blanchett and Jason Fichtner, this study delves into the influence financial advisors have on the timing of Social Security benefit claims.

This edition also features insightful interviews with two legends in the field of retirement planning: Mark Iwry, renowned for his expertise in retirement policy and tax policy relating to pensions and 401(k) plans; and Annamaria Lusardi, a distinguished expert in financial literacy and education. Their perspectives offer insights to current trends and future directions in retirement planning.

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Editorial Advisory Board

The RMJ editorial advisory board includes acknowledged authorities and thought leaders in the areas of retirement and retirement-income planning.

Editorial Advisory board Members


We invite academic and industry professionals to submit papers on a variety of retirement and wealth management topics for publishing consideration in RMJ.

Submission guidelines

Retirement Management Journal Visionary Series

Each issue of Retirement Management Journal features a topical discussion with leading experts and visionaries in retirement-planning and management. These "Visionaries" are interviewed by members of the publication's editorial advisory board.

Visionary Series Interviews

Doctoral Student Research Grants

The Retirement Management Journal provides doctoral research grants on topics that examine recent research relevant to retirement and retirement-income planning.

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The “IWI Publications” mobile app allows you to conveniently search, read, and share content from current and past issues of Investments & Wealth Monitor, the Journal of Investment Consulting, and the Retirement Management Journal—all from the convenience of your Apple or Android mobile device. No password required to access the app.

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