Prof. Jonathan Forman Named Co-Chair of Retirement Income Institute

February 6, 2020 | By Rachel Egli, Director of Events and Continuing Legal Education
Professor Jonathan Forman

OU Law Professor Jonathan Barry Forman has been named co-chair of the Retirement Income Institute, a recently established program of the Alliance for Lifetime Income. The Alliance is a non-profit educational organization based in Washington, D.C., that educates Americans about the value and importance of having protected lifetime income in retirement. The Institute will conduct scholarly retirement income research and develop innovative ideas to advance the Alliance’s mission of helping increase the number of households that are protected in retirement.

In addition to providing his own scholarly insight, Forman will co-chair the Institute’s Scholars Advisory Group, a team of 10 leaders in scholarship and academic thought.

The Institute seeks to bridge scholarly, evidence-based research and analysis on retirement income with practical ideas and actions that retirement savers and numerous industry stakeholders can put to work in order to help protect retirees from running out of money during their lifetime.

The 2020 research agenda of the Institute includes the following:

  • New approaches to the annuity puzzle;
  • Optimizing annuities in a retirement portfolio;
  • Private sector solutions for legal and regulatory barriers to annuities in 401(k) plans; and
  • Understanding differences in consumer behavior and decision-making.  

Forman is the Kenneth E. McAfee Centennial Chair in Law at the OU College of Law, where he teaches individual income tax, corporate tax, pension law, nonprofit organizations, and tax procedure.

He is the author of Making America Work (Urban Institute Press, 2006), and he has more than 300 other publications. In addition to his many scholarly publications, Professor Forman has published op-eds in Barron's, the Dallas Morning News, the Cleveland Plain Dealer, the Washington Times, the Daily Oklahoman, Pensions & Investments, the Journal Record newspaper of Oklahoma City and Tax Notes.

To learn more about the Retirement Income Institute, please visit

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