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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. Research proposals are invited from doctoral students on the topics listed below and other relevant topics:

  • Behavioral finance and retirement
  • Retirement readiness assessment methods
  • Retirement income sustainability and the effects of shocks
  • Strategies to improve retirement outcomes for underrepresented populations
  • Novel retirement-income portfolio structures
  • Retirement risk management and mitigation tactics
  • Phased retirement outcomes compared to non-phased retirements
  • Lifetime income illustrations for retirement plan participants
  • Auto-transfer of 401(k) plans
  • Income generation strategies during retirement (e.g., annuities, systematic withdrawals, portfolio management)
  • Planning for potential long-term care costs using insurance, Medicaid, and other strategies
  • Optimizing Social Security benefits and coordinating with other retirement income sources
  • Investment strategies for retirement savings (e.g., asset allocation, diversification, risk management)
  • Asset management and wealth transfer planning for retirees
  • Tax planning strategies for retirees (e.g., tax-advantaged accounts, tax-efficient investments)
  • Planning for healthcare expenses in retirement (e.g., Medicare, health savings accounts, insurance products)

Proposal Criteria: Research must follow robust quantitative methods, but it also must offer implications for applied research relevant to investment advisors/consultants. All research proposals submitted for funding consideration should include the following:

  • Introduction and Theoretical Framework
  • Statement of the Problem
  • Purpose of the Study
  • Literature Review
  • Questions and/or Hypotheses
  • Methodology
  • Significance for investment advisors/consultants
  • Conclusion and opportunities for future research
  • References
  • Researcher’s biography

Review Process: The Retirement Management Journal editorial advisory board will review all submitted proposals. Proposals will be selected for funding based on relevance of the research and its significance for investment advisors.

Funding: The Institute will provide US$5,000 funding for approved proposals; the deliverable is a paper submission for publishing consideration in the Retirement Management Journal . The publication’s editorial advisory board will review all resulting paper submissions via its blind review process.

Proposal Submission: The Retirement Management Journal accepts doctoral student research proposals for consideration on a continual basis.

Submit research proposals via e-mail in either PDF or Word format to:
Debbie Nochlin, Editorial Director, Retirement Management Journal