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- All HBS Web
(1,205)
- People (3)
- News (539)
- Research (421)
- Multimedia (19)
- Faculty Publications (255)
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- February 2006 (Revised April 2006)
- Teaching Note
General Motors U.S. Pension Funds (TN)
By: Luis M. Viceira
- April 2011 (Revised June 2012)
- Background Note
Note on U.S. Pension Accounting
By: Robert C. Pozen and Brij Khurana
The purpose of this note is to describe the manner in which publicly traded corporations and local governments in the United States account for their pension plans. View Details
Pozen, Robert C., and Brij Khurana. "Note on U.S. Pension Accounting." Harvard Business School Background Note 311-115, April 2011. (Revised June 2012.)
- July 1998 (Revised March 1999)
- Case
Social Security Reform
Examines various approaches to pension reform. Examines the current Social Security system in the United States, pension reform in other countries, and the leading approaches to reform. Concludes with analysis of three questions: 1) would returns be higher in a private... View Details
Keywords: Privatization; Retirement; Welfare or Wellbeing; Government and Politics; Public Administration Industry; United States
Kennedy, Robert E., and Brian Irwin. "Social Security Reform." Harvard Business School Case 799-011, July 1998. (Revised March 1999.)
- January 2004
- Supplement
General Motors Corporation: Retiree Benefit Risk Management
By: David F. Hawkins
Hawkins, David F. "General Motors Corporation: Retiree Benefit Risk Management." Harvard Business School Spreadsheet Supplement 104-705, January 2004.
- August 1994
- Background Note
World Pension Fund Markets
By: Jay O. Light and Jon Headley
Presents a comparative description and analysis of pension funds in different countries. There is a special focus on comparing the United States and the United Kingdom. View Details
Keywords: Retirement; Management Analysis, Tools, and Techniques; Investment Funds; United States; United Kingdom
Light, Jay O., and Jon Headley. "World Pension Fund Markets." Harvard Business School Background Note 295-027, August 1994.
- Forthcoming
- Article
Optimal Illiquidity
By: John Beshears, James J. Choi, Christopher Clayton, Christopher Harris, David Laibson and Brigitte C. Madrian
We study the socially optimal level of illiquidity in an economy populated by households with taste shocks and present bias with naive beliefs. The government chooses mandatory contributions to accounts, each with a different pre-retirement withdrawal penalty.... View Details
Beshears, John, James J. Choi, Christopher Clayton, Christopher Harris, David Laibson, and Brigitte C. Madrian. "Optimal Illiquidity." Journal of Financial Economics (forthcoming).
- May 1983 (Revised November 1983)
- Background Note
Financial Structure of Corporate Pension Plans and Pension Funds
By: Jay O. Light
Light, Jay O. "Financial Structure of Corporate Pension Plans and Pension Funds." Harvard Business School Background Note 283-075, May 1983. (Revised November 1983.)
- August 1996 (Revised January 2004)
- Background Note
Retiree Benefits
By: David F. Hawkins
Note on accounting for retiree benefits. View Details
Hawkins, David F. "Retiree Benefits." Harvard Business School Background Note 197-021, August 1996. (Revised January 2004.)
- November 2003 (Revised March 2004)
- Case
General Motors Corporation: Retiree Benefit Risk Management (A)
By: David F. Hawkins and Jacob Cohen
General Motors issues $17 billion and uses $10 billion to reduce an unfunded pension obligation. View Details
Hawkins, David F., and Jacob Cohen. "General Motors Corporation: Retiree Benefit Risk Management (A)." Harvard Business School Case 104-041, November 2003. (Revised March 2004.)
- May 2011 (Revised December 2011)
- Case
Redesigning a 401(k) Plan at Haley-Midland
By: Robert C. Pozen and Scott Eric Perl
Rose Adams, the CFO of Haley-Midland, Inc., dispensed with pleasantries and started right in on her questions for Jim Sweeney, the senior vice president of human resources, and Nancy Walters, Haley-Midland's vice president and treasurer, about the brewing crisis with... View Details
Pozen, Robert C., and Scott Eric Perl. "Redesigning a 401(k) Plan at Haley-Midland." Harvard Business School Case 311-128, May 2011. (Revised December 2011.)
- March 2010
- Teaching Note
New York Life and Immediate Annuities (TN)
By: Julio J. Rotemberg and John T. Gourville
Teaching Note for [510040]. View Details
- November 2003 (Revised March 2004)
- Teaching Note
General Motors Corporation: Retiree Benefit Risk Management (TN)
By: David F. Hawkins and Jacob Cohen
Teaching Note to (104-041). View Details
- 2012
- Chapter
The Availability and Utilization of 401(k) Loans
By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
We document the loan provisions in 401(k) savings plans and how participants use 401(k) loans. Although only about 22% of savings plan participants who are allowed to borrow from their 401(k) have such a loan at any given point in time, almost half had used a 401(k)... View Details
Keywords: Decision Choices and Conditions; Personal Finance; Retirement; Financing and Loans; Microeconomics
Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "The Availability and Utilization of 401(k) Loans." In Investigations in the Economics of Aging, edited by David A. Wise, 145–172. Chicago: University of Chicago Press, 2012.
- May 1993
- Case
Alan Stein
By: Carl S. Sloane, Shoshana Zuboff and R.Keith Giarman
Deals with issues of adult and career development at mid-life. Describes the career and personal history of an adult male, choice points in his life, and how he made critical career and personal choices. Focuses in on his decision to "retire" from Goldman, Sachs at an... View Details
Keywords: Transition; Decision Choices and Conditions; Personal Development and Career; Retirement; Satisfaction
Sloane, Carl S., Shoshana Zuboff, and R.Keith Giarman. "Alan Stein." Harvard Business School Case 493-088, May 1993.
- 24 Aug 2010
- First Look
First Look: August 24
(C):http://cb.hbsp.harvard.edu/cb/product/411008-PDF-ENG Fidelity Retires in Canada Robert C. Pozen and Edward ScottHarvard Business School Case 311-023 The head of Fidelity Canada was faced with a decision about what to do with its View Details
Keywords: Sean Silverthorne
- 08 Apr 2016
- Research & Ideas
How to Hire a Millennial
number of key aspects of the old deal offered by companies that simply aren’t as compelling to the rising generation born after 1981 as they were to their boomer parents: full-time work in a traditional office environment, gradual advancement, a View Details
Keywords: by Joseph Fuller
- 01 Dec 2003
- What Do You Think?
Is This the Twilight Era for the Managed Mutual Fund?
As he says, "Linking management fees/rewards to fund performance would be very attractive to investors: Who can argue with shared ambition?" The importance of these questions lies in the heavy reliance that so many people deep into saving for View Details
Keywords: by James Heskett
- 08 Sep 2015
- First Look
September 8, 2015
(CTE)—a neurodegenerative disease that had a strong influence on a person's mental and physical health—most likely as a result of repetitive hits sustained during their football careers and that may have contributed to their deaths. Over 4,000 View Details
Keywords: Carmen Nobel
- November 2009 (Revised March 2011)
- Case
New York Life and Immediate Annuities
By: Julio J. Rotemberg and John T. Gourville
By positioning Immediate Annuities as "guaranteed lifetime income," New York Life has built itself a $1.4 billion per year business by 2009. However, to make Immediate Annuities a mainstream financial product for retirees, New York Life must understand why many... View Details
Keywords: Insurance; Personal Finance; Product Marketing; Consumer Behavior; Retirement; Salesforce Management; Insurance Industry
Rotemberg, Julio J., and John T. Gourville. "New York Life and Immediate Annuities." Harvard Business School Case 510-040, November 2009. (Revised March 2011.)