Retirement - Publications - Faculty & Research

12 Nov 2021
News

Alumni Business Leaders on Confronting the Climate Change Challenge

setting a process for hazard resilience. Administered by UN Office for Disaster Risk Reduction, I was first to chair its private sector initiative, known as ARISE. As a retired construction CEO and WTC 9-11 survivor, I questioned why... View Details

04 Apr 2012
Research & Ideas

When Founders Recruit Friends and Family as Investors

dare give up. Scott Cook, the founder-CEO of personal-finance software company Intuit, tried to avoid raising capital from friends and family. But 25 failed pitches to professional investors later, he gave in and borrowed from his parents' View Details

Keywords: by Noam Wasserman

23 Jun 2008
Research & Ideas

Innovative Ways to Encourage Personal Savings

Putting together the money for everything from a short-term emergency to retirement is hard enough, a challenge that low- and moderate-income families endure every day. Yet as HBS professor Peter Tufano describes, new and old products... View Details

Keywords: by Martha Lagace; Financial Services

15 Jun 2007
Research & Ideas

Remembering Alfred Chandler

longer visited HBS with regularity as he was retired from a long life as a prolific academic and professor. I had the privilege of being present at a ceremony honoring Al Chandler after he donated his personal papers to Baker Library. It... View Details

Keywords: by Sean Silverthorne

Web

2024 Reunion Presentations - Alumni

Organization Need to Know Professor Emerita Teresa Amabile 11:45 a.m.–1:00 p.m. EDT + More Info – Less Info Most organizations have a standard process for the retirement transition and assume that it’s working well. Most people assume... View Details

20 Jan 2023
News

Free Spirits

Island, Golden Road Brewing, and Omission, also offer low or no-alcohol beers. But the company’s flagship is Bud Zero, which arrived on the scene in 2020, in a splashy partnership with the retired NBA player Dwayne Wade. “We saw that as... View Details

Keywords: Jen McFarland Flint; Food Services and Drinking Places; Hospitality

January 2021 (Revised April 2022)
Case

Best Buy's Corie Barry: Confronting the COVID-19 Pandemic

By: William W. George and Amram Migdal

This case examines the leadership of Corie Barry, the new CEO of Best Buy, with a focus on actions the company took in 2020 to adapt to the COVID-19 pandemic. The case includes a history of Best Buy’s strategy and leadership, including the transitions between the... View Details

Keywords: COVID-19 Pandemic; Change; Disruption; Volatility; Communication; Competency and Skills; Customers; Decision Making; Ethics; Fairness; Moral Sensibility; Values and Beliefs; Finance; Cash Flow; Financial Condition; Financial Liquidity; Goods and Commodities; Corporate Governance; Health Pandemics; Human Resources; Executive Compensation; Employees; Employee Relationship Management; Resignation and Termination; Retention; Selection and Staffing; Innovation and Invention; Jobs and Positions; Job Cuts and Outsourcing; Job Design and Levels; Job Interviews; Job Offer; Labor; Employment; Human Capital; Working Conditions; Law; Leadership; Leadership Development; Leadership Style; Management; Business or Company Management; Crisis Management; Growth and Development Strategy; Management Practices and Processes; Management Style; Management Succession; Management Systems; Management Teams; Risk Management; Operations; Distribution; Order Taking and Fulfillment; Logistics; Service Delivery; Service Operations; Supply Chain; Organizations; Corporate Social Responsibility and Impact; Organizational Change and Adaptation; Outcome or Result; Personal Development and Career; Retirement; Work-Life Balance; Planning; Strategic Planning; Problems and Challenges; Relationships; Business and Community Relations; Labor and Management Relations; Risk and Uncertainty; Safety; Science; Strategy; Retail Industry; North and Central America; United States; Minnesota

Citation

Educators

Purchase

August 1982
Background Note

ERISA and Pension Plan Management

By: Jay O. Light

Keywords: Retirement; Financial Management

Citation

Find at Harvard

February 2006
Teaching Note

Pension Policy at the Boots Company PLC (TN)

By: Luis M. Viceira

Keywords: Retirement

Citation

Purchase

February 2006 (Revised April 2006)
Teaching Note

General Motors U.S. Pension Funds (TN)

By: Luis M. Viceira

Keywords: Retirement; Auto Industry

Citation

Purchase

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

Citation

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

Citation

Educators

Purchase

22 Feb 2022
News

Addressing The Financial Security Gap

The pandemic has served as a wake-up call on many fronts, but to Anne Ackerley (MBA 1988), managing director and head of the Retirement Group at BlackRock, it has focused a particular spotlight on the View Details

Keywords: Jennifer Gillespie

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

Keywords: Retirement; Accounting; United States

Citation

Educators

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Media

This lists media reports covering my firm dollarDEX Investments or me (or my colleagues), or columns written by me (or my colleagues). There are all... View Details

2014
Chapter

Who Uses the Roth 401(k), and How Do They Use It?

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian

Using administrative data from twelve companies that added a Roth 401(k) option between 2006 and 2010, we describe the characteristics of Roth contributions. Approximately one year after the Roth is introduced, 9% of 401(k) participants have positive Roth balances.... View Details

Keywords: Retirement; Investment Funds; United States

November 2011
Teaching Note

The Canada Pension Plan Investment Board (TN)

By: Josh Lerner, Felda Hardymon and Ann Leamon

Keywords: Retirement; Investment Funds; Canada

Citation

Purchase

Zemurray made his first fortune with the Honduras-based Cuyamel Fruit Company, and intended to retire when, in 1930, he sold the company to United Fruit in exchange for stock in the larger firm. A falling stock market, however, forced him... View Details

Keywords: Food & Tobacco