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      • May 2025
      • Case

      RTX's Lifetime Income Strategy: Shaping the Future of Retirement

      By: Daniel Green, Luis M. Viceira and Sarah Mehta
      Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a... View Details
      Keywords: Asset Management; Compensation and Benefits; Collaborative Innovation and Invention; Jobs and Positions; Labor; Retirement; Society; Adoption; Aerospace Industry; Financial Services Industry; Insurance Industry; United States; Virginia
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      Green, Daniel, Luis M. Viceira, and Sarah Mehta. "RTX's Lifetime Income Strategy: Shaping the Future of Retirement." Harvard Business School Case 225-016, May 2025.
      • May 2019
      • Teaching Note

      Universal Basic Income, Job Guarantees, or None of the Above?

      By: William R. Kerr and Jordan Bach-Lombardo
      Teaching Note for HBS No. 819-035. View Details
      Keywords: UBI; Job Guarantee; Public Policy; EITC; Employment; Labor; Social Issues; Income; Governance; Policy; Welfare
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      Kerr, William R., and Jordan Bach-Lombardo. "Universal Basic Income, Job Guarantees, or None of the Above?" Harvard Business School Teaching Note 819-127, May 2019.
      • November 2018 (Revised June 2019)
      • Case

      Universal Basic Income, Job Guarantees, or None of the Above?

      By: William R. Kerr, Reilly Kiernan and Jordan Bach-Lombardo
      How can policymakers and business leaders address AI and automation's potential for widespread labor market displacement? This case examines potential policy responses, looking closely at the United States' existing social safety net and the impacts of implementing... View Details
      Keywords: UBI; Job Guarantee; Managing The Future Of Work; EITC; Employment; Labor; Social Issues; Income; Government and Politics; Policy; Problems and Challenges
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      Kerr, William R., Reilly Kiernan, and Jordan Bach-Lombardo. "Universal Basic Income, Job Guarantees, or None of the Above?" Harvard Business School Case 819-035, November 2018. (Revised June 2019.)
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