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Featured Researchers
Lori Lucas
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Lori Lucas, CFA, is the President and CEO of EBRI. Lori is responsible for leading EBRI in its mission to provide unbiased, fact-based research and data on retirement, health care, and other benefits that provide financial security for American workers.
Formerly, Lori was an Executive Vice President and Practice Leader at Callan, where she led Callan's DC business and developed research and insights into retirement trends for the benefit of clients and the industry. In previous roles, Lori was Director of Retirement Research at Hewitt Associates, served as a Vice President at Ibbotson Associates, as a pension fund consultant at J.H. Ellwood & Associates, and as an analyst and product development leader at Morningstar, Inc. Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation. Lori is a past Chair of the Defined Contribution Institutional Investment Association and has served as the Vice Chair and Research Chair of EBRI. |
Craig Copeland
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Craig Copeland is a Senior Research Associate with the Employee Benefit Research Institute. He has been with EBRI since 1997. Initially, his research focused on health care, specifically Medicare reform, quality in health care, and lengths of uninsured spells. Subsequently, he was named the Director of the EBRI's Social Security Reform Evaluation Research Program. In this capacity, Dr. Copeland researched the effects under different reform proposals/options on Social Security benefits of cohorts currently in the workforce as well as those who will be in the future. Furthermore, his analysis of Social Security reforms include allowing for varying capital market rates of return and returns consistent with the projected growth in the economy. In addition to his research on Social Security, Dr. Copeland researches contribution behavior in defined contribution pension plans and the adequacy of savings for retirement.
He has been quoted or his work has been cited in such publications as the Wall Street Journal, the New York Times, and the Washington Post on the subjects of health care, Social Security reform, and retirement savings. Dr. Copeland completed his undergraduate work in economics at Purdue University and obtained his Ph.D. in economics from the University of Illinois at Urbana-Champaign. He previously taught economics at Southern Illinois University-Carbondale before joining EBRI. |
Jack VanDerhei
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Jack VanDerhei is the Research Director of the Employee Benefit Research Institute (EBRI). He is also the director of the EBRI Retirement Security Research Center.
Dr. VanDerhei has more than 200 publications devoted to employee benefits and insurance, but his major areas of research focus on the financial aspects of private defined benefit and defined contribution retirement plans. He is currently analyzing a database with annual observations of over 27 million 401(k) participants from more than 110,000 plans. This has resulted in annual co-authored updates of the 401(k) universe for account balances, asset allocation and loan activity since 1996. The most recent research, "401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016," was jointly published by EBRI and the Investment Company Institute in September 2018 as well as a November 2018 joint publication on What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2016. Information on his simulation studies can be found at EBRI's website: Retirement Security Projection Model®. He is the editor of Benefits Quarterly and Search for a National Retirement Income Policy (University of Pennsylvania Press), a member of the National Academy of Social Insurance, a TIAA Institute Fellow, and on the Advisory Board of the Pension Research Council at the Wharton School. He is a member of the editorial board for the Journal of Retirement. He was a co-author of the sixth, seventh and eighth editions of Pension Planning: Pension, Profit-Sharing, and Other Deferred Compensation Plans (Irwin/McGraw-Hill). He received his BBA and MBA from the University of Wisconsin-Madison and his M.A. and Ph.D. from the Wharton School of the University of Pennsylvania. |