“Rethinking Safe Harbor for Employer Matching Rules”, with Guillermo Carranza, Cormac O’Dea, and Lawrence Schmidt. Part of Brookings Proposal Series for SECURE 3.0.  [September 2026]

“The Evolution of U.S. Firms’ Retirement Plan Offerings: Evidence from a New Panel Data Set” with Antoine Arnoud, Jorge Colmenares, Cormac O’Dea, and Aneesha Parvathaneni. NBER RDRC paper NB20-14. [April 2021]

“Are Employers Optimizing their 401(k) Match?” with Guillermo Carranza, Fiona Greig, Anna Madamba, Cormac O’Dea, and Lawrence Schmidt. Yale Tobin Center Policy brief.  [July 2024]

“Age, evolving allocation preferences, and the case for personalized solutions”, with Sudipto Banerjee, Louisa Schafer, and Tim de Silva. T. Rowe Price White Paper [July 2025]

“Better Match Formulas for 401(k) Plans)”, with Fiona Greig, Guillermo Carranza, Cormac O’Dea & Lawrence Schmidt. Vanguard White Paper [July 2026]