Richard W. Kopcke
Research Consultant
Richard W. Kopcke, Ph.D., is a research consultant at the Center for Retirement Research at Boston College. His research primarily studies the valuation of assets and the evaluation of portfolios' returns and risks. His work has also covered macroeconomic topics in capital formation, capital market institutions, and financial regulatory policy. He holds a Ph.D. in economics from Harvard University (1973) and a CFA designation (2007).
Research Projects for the Center for Retirement Research
Completed
"Is Today's Price-Earnings Ratio Too High?" (with Zhenya Karamcheva), Issue in Brief, #11-7, May 2011.
"Equity Returns in the Coming Decade," (with Zhenya Karamcheva), Issue in Brief, #11-5, March 2011.
"Reducing Costs of 401(k) Plans with ETFs and Commingled Trusts" (with Francis M. Vitagliano and Zhenya S. Karamcheva), Issue in Brief, #10-11, July 2010.
"Valuing Liabilities in State and Local Plans" (with Alicia H. Munnell, Jean-Pierre Aubry, and Laura Quinby), State and Local Plans Issue in Brief, #11, June 2010.
"Should You Convert a Traditional IRA Into a Roth IRA?" (with Francis M. Vitagliano), Issue in Brief, #10-5, March 2010.
"Fees and Trading Costs of Equity Mutual Funds in 401(k) Plans and Potential Savings from ETFS and Commingled Trusts" (with Francis M. Vitagliano and Zhenya S. Karamcheva), Working Paper, #2009-27, November 2009.
"An Update on 401(k) Plan: Insights from the 2007 Survey on Consumer Finance" (with Alicia H. Munnell, Francesca Golub-Sass, and Dan Muldoon), Working Paper, #2009-26, November 2009.
"Why Are Stocks So Risky?" (with Dan Muldoon), Issue in Brief, #9-23, November 2009.
"What Does It Cost To Guarantee Returns?" (with Alicia H. Munnell, Alex Golub-Sass, and Anthony Webb), Issue in Brief, #9-4, February 2009.
"The Structure of 401(k) Fees" (with Francis Vitagliano and Dan Muldoon), Issue in Brief, #9-3, February 2009.
"Are People Claiming Social Security Benefits Later?" (with Dan Muldoon), Issue in Brief, #8-7, June 2008.
Ongoing
"Are 401(k) Plans Still Coming Up Short?" (with Alicia H. Munnell)






