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  • 20 Oct 2011
  • News

Herman Cain's Retirement Proposal

  • January 2014 (Revised June 2014)
  • Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States
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  • Web

Considering Retirement - Alumni

current position for years to come, "retirement" has changed for many. Rethinking “Retirement” In many ways, the key to a successful retirement is the same as it is for a successful career: planning. But in the run-up to retirement, too... View Details
  • February 2014
  • Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States
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  • Fast Answer

Pension and retirement funds

Where can I find information on pension plans and retirement funds?   To find out more on individual pension funds or create a list:  Pensions & Investments Research Center: Screen by... View Details
  • Article

Using Fresh Starts to Nudge Increased Retirement Savings

By: John Beshears, Hengchen Dai, Katherine L. Milkman and Shlomo Benartzi
We conducted a field experiment to study the effect of framing future moments in time as new beginnings (or “fresh starts”). University employees (N=6,082) received mailings with an opportunity to choose between increasing their contributions to a savings plan... View Details
Keywords: Choice Architecture; Randomized Field Experiment; Savings; New Beginning; Fresh Start; Saving; Retirement; Behavior
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  • 01 Jun 1996
  • News

Four Professors to Retire

1968 and named the first Jesse Isidor Straus Professor of Business Administration in 1973. He was appointed to the Royal Little chair in 1980. In retirement, Christenson plans to complete work on a book he began years ago on... View Details
Keywords: Elaine Gottlieb and John Prestage
  • 2024
  • Working Paper

What Drives Variation in Investor Portfolios? Estimating the Roles of Beliefs and Risk Preferences

By: Mark Egan, Alexander MacKay and Hanbin Yang
We present an empirical model of portfolio choice that allows for the nonparametric estimation of investors' (subjective) expectations and risk preferences. Utilizing a comprehensive dataset of 401(k) plans from 2009 through 2019, we explore heterogeneity in asset... View Details
Keywords: Stock Market Expectations; Demand Estimation; Retirement Planning; Defined Contribution Retirement Plan; 401 (K); Finance; Investment Portfolio; Investment; Retirement; Behavioral Finance; Financial Services Industry; United States
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  • 11 Sep 2016
  • News

How to Get More Pleasure Out of Retirement Spending

  • June 2007 (Revised January 2008)
  • Case

The Vanguard Group, Inc. in 2006 and Target Retirement Funds

By: Luis M. Viceira
The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for... View Details
Keywords: Asset Management; Investment Funds; Personal Finance; Brands and Branding; Retirement; Trust; Financial Services Industry; United States
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  • 06 Sep 2005
  • Research & Ideas

The Best Place for Retirement Funds

choice of non-pension assets or capital structure. In the late 1990s, as the focus of tax-deferred investing drifted away from defined benefit plans and toward individually managed retirement accounts, a... View Details
Keywords: by Ann Cullen
  • 2008
  • Chapter

The Importance of Default Options for Retirement Saving Outcomes: Evidence from the United States

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
This paper summarizes the empirical evidence on how defaults impact retirement savings outcomes. After outlining the salient features of the various sources of retirement income in the U.S., the paper presents the empirical evidence on how defaults impact retirement... View Details
Keywords: Saving; Financial Condition; Retirement; Investment Funds; Microeconomics; Outcome or Result; Government and Politics; Financial Institutions; Macroeconomics; United States
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  • 22 Mar 2021
  • Blog Post

3 Key Steps for Crafting Your Retirement with Intention: Advice from Career Coach, Lauren Murphy

You have been financially planning for retirement for years, consulting with advisors, estimating your expenses, and adjusting your portfolio. Now with retirement on the... View Details
  • Web

Planned Giving - Alumni

an easy way to leave a legacy at the School. Retirement Plan or Life Insurance Naming HBS as a beneficiary of a life insurance policy or retirement plan, such as a 401(k) or... View Details
  • April 2011
  • Article

Behavioral Economics Perspectives on Public Sector Pension Plans

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
We describe the pension plan features of the states and the largest cities and counties in the U.S. Unlike in the private sector, defined benefit (DB) pensions are still the norm in the public sector. However, a few jurisdictions have shifted towards defined... View Details
Keywords: Equality and Inequality; Public Sector; Retirement; Private Sector; Compensation and Benefits; United States
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  • 15 Feb 2016
  • Research & Ideas

Want Your Employees to Plan Better for Retirement? Don't Do This

“Defined benefit (DB) plans have largely gone the way of the dodo,” Beshears said in a recent interview. “They’ve been replaced with defined contribution (DC) plans. In those situations, it’s incumbent upon the individual to be saving... View Details
Keywords: Re: John Beshears; Financial Services
  • 17 Oct 2014
  • Research & Ideas

New Treasury Rules Help Long-Retirement Planning

The United States Treasury recently amended its rules to encourage workers with retirement plans to purchase life annuities within these plans. Life annuities generally make fixed monthly payments from the... View Details
Keywords: by Robert Pozen; Financial Services
  • 12 Jun 2017
  • News

Jeff Immelt to Retire as GE CEO

Longtime GE CEO Jeff Immelt (MBA 1982) announced his retirement Monday, set to take effect on August 1. John Flannery, president and chief executive of GE Healthcare, was named Immelt’s successor. The announcement, the company noted, came... View Details
  • 05 Jan 2014
  • News

Boston must rein in retiree health plans

  • Article

The Effect of Providing Peer Information on Retirement Savings Decisions

By: John Beshears, James J. Choi, David Laibson, Brigitte C. Madrian and Katherine L. Milkman
Using a field experiment in a 401(k) plan, we measure the effect of disseminating information about peer behavior on savings. Low-saving employees received simplified plan enrollment or contribution increase forms. A randomized subset of forms stated the fraction of... View Details
Keywords: Saving; Decision Choices and Conditions; Retirement
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