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September 1997 (Revised October 1997)
Case

French Pension System, The: On the Verge of Retirement?

By: David A. Moss, Anne Dias and Bertrand O. Stephann

Surveys the French pension system, its particular institutional characteristics, and some of the critical challenges and opportunities facing French reformers. Like almost every other industrialized country, France has a large pay-as-you-go public pension system that... View Details

Keywords: Retirement; Compensation and Benefits; Capital Markets; Economic Growth; Labor; Problems and Challenges; Opportunities; Welfare; Investment; Governing Rules, Regulations, and Reforms; Public Administration Industry; France

2014
Book

Critical Knowledge Transfer: Tools for Managing Your Company's Deep Smarts

By: Dorothy A. Leonard, Walter Swap and Garvin Barton

When highly skilled subject matter experts, engineers, and managers leave their organizations, they take with them years of hard-earned, experience-based knowledge—much of it undocumented and irreplaceable. Organizations can thereby lose a good part of their... View Details

Keywords: Knowledge Management

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June 2018
Background Note

Introduction to Life Settlements

By: Alexander Braun, Lauren H. Cohen, Christopher J. Malloy and Jiahua Xu

Life insurance is an asset owned by the majority of American adults (61%). Note that this 61% penetration rate is essentially at parity with home ownership (64%) and higher than that of 401(k) retirement account ownership (53%). Life settlements, or life insurance... View Details

Keywords: Insurance; Assets; Value; Markets; Investment Return

January 2021
Case

The FIRE Savings Calculator

By: Michael Parzen and Paul Hamilton

This case follows Carol Muñoz, a member of the Financial Independence, Retire Early (FIRE) lifestyle movement. At the age of 45, Carol is considering retiring and living off the $1 million she has accumulated. Using Monte Carlo simulation, Carol forecasts the... View Details

Keywords: Analysis; Forecasting and Prediction; Financial Strategy; Investment Portfolio; Investment Return; Personal Finance; Saving; Risk and Uncertainty; Diversification; Theory; Personal Development and Career; Financial Services Industry

Article

Does Front-Loading Taxation Increase Savings?: Evidence from Roth 401(k) Introductions

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

Can governments increase private savings by taxing savings up front instead of in retirement? Roth 401(k) contributions are not tax-deductible in the contribution year, but withdrawals in retirement are untaxed. The more common before-tax 401(k) contribution is... View Details

Keywords: Saving; Retirement; Taxation

November 2015 (Revised February 2017)
Case

Cisco Systems: In Search of the Next CEO

By: Boris Groysberg, Sarah L. Abbott, Olivia Hull and J. Yo-Jud Cheng

It’s August 2014 and John Chambers is expected to announce his retirement after 17 years as CEO of global technology giant Cisco Systems. Under Chambers’s leadership, Cisco has grown from $2.2 billion in annual revenues and under 4,000 employees to revenues of $46... View Details

Keywords: Leadership; Succession Planning; CEO Succession; Managing Change; Person-organization Fit; Management Succession; Transition; Talent and Talent Management; Change Management; Retirement; Innovation Leadership; Recruitment; Corporate Governance; Experience and Expertise; Technology Industry; Information Technology Industry; United States; San Jose; California

Article

The Economic Consequences of Hospital Admissions

By: Carlos Dobkin, Amy Finkelstein, Raymond Kluender and Matthew Notowidigdo

We use an event study approach to examine the economic consequences of hospital admissions for adults in two datasets: survey data from the Health and Retirement Study, and hospitalization data linked to credit reports. For non-elderly adults with health insurance,... View Details

Keywords: Personal Finance; Borrowing and Debt; Insurance; Insolvency and Bankruptcy; Health Care and Treatment

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07 Feb 2008
Working Paper Summaries

Attracting Flows by Attracting Big Clients: Conflicts of Interest and Mutual Fund Portfolio Choice

Keywords: by Lauren H. Cohen & Breno Schmidt; Financial Services

13 Jan 2015
First Look

First Look: January 13

increase private savings by taxing savings up front instead of in retirement? Roth 401(k) contributions are not tax-deductible in the contribution year, but withdrawals in retirement are untaxed. The more common before-tax 401(k)... View Details

Keywords: Sean Silverthorne

February 2023 (Revised May 2023)
Case

CalPERS Private Equity 2.0

By: Josh Lerner, John D. Dionne and Alys Ferragamo

Yup Kim, the Head of Investments, Private Equity at the California Public Employees’ Retirement System (CalPERS), reflected on the pension fund’s private equity strategy. In July of 2022, the fund was in the midst of a multi-year turnaround strategy with the goal to... View Details

Keywords: Private Equity; Investment Portfolio; Retirement; Leadership; Strategy; Public Sector

November 2003 (Revised July 2007)
Case

Ottawa Devices, Inc. (A)

By: Henry B. Reiling and Harry Clegg Midgley IV

A master plan accommodating two retiring brothers, the brother who will remain as president, third-generation family members, employees, philanthropic interests, and company imperatives must be developed by second-generation brothers who are controlling shareholders... View Details

Keywords: Family Business; Change Management; Transition; Management Succession; Management Teams; Retirement; Conflict of Interests

Teaching Interest

Overview

By: John F. Batter

As as Senior Lecturer I teach the EC course Law, Management and Entrepreneurship (cross-listed in the General Management and Entrepreneurial Management Units) in both the Fall and Spring semesters. While I have retired from my public and private company litigation... View Details

Keywords: Fiduciary Duty; Securities; Private Equity; Entrepreneurship; Mergers; Law

January 2006 (Revised May 2006)
Case

Akin Ongor's Journey

By: Rosabeth M. Kanter

A retired bank CEO, one of Turkey's most admired leaders, wants to start a leadership institute to develop emerging leaders in the eastern Mediterranean region. Describes his biography and values, the models he established for excellent financial performance and... View Details

Keywords: Leadership Development; Values and Beliefs; Partners and Partnerships; Corporate Social Responsibility and Impact; Business Startups; Environmental Sustainability; Retirement; Education Industry; Turkey; United States

November 1998 (Revised August 1999)
Case

Mickey Maurer: IBJ Corp. and MyStar Communications

By: Paul W. Marshall and Jeremy Dann

Mickey Maurer is a successful entrepreneur who retired in the late 1980s and then reentered the business world with the purchase of two media companies. In the radio industry he faces competition from large national players. In his publishing enterprise, Maurer... View Details

Keywords: Motivation and Incentives; Competition; Business Growth and Maturation; Entrepreneurship; Management Teams; Media and Broadcasting Industry

July 1991 (Revised August 2000)
Case

California PERS (A)

By: Jay O. Light, Jay W. Lorsch and James O. Sailer

Examines California Public Employees Retirement System (CalPERS), the world's fourth largest pension fund. Dale Hanson, CEO of CalPERS, has a problem; how does he use CalPERS' influence as the holder of a small percentage of 1,300 American companies to put pressure on... View Details

Keywords: Employees; Retirement; System; Asset Pricing; Performance Improvement; Corporate Governance; Investment Funds; Investment Return; California

May 2012 (Revised August 2012)
Case

Apple Inc. in 2012

By: David B. Yoffie and Penelope Rossano

On October 5, 2011, Steve Jobs tragically died of cancer. The recently retired CEO of Apple Inc. was a legend: he had changed Apple from a company near bankruptcy to one of the largest and most profitable companies in the world. Moreover, he had revolutionized several... View Details

Keywords: Competition; Market Positioning; Strategic Planning; Technology; Computer Industry; Strategy Implementation; Consumer Electronics; Telecommunications; Information Infrastructure; Innovation and Invention; Competitive Strategy; Leadership; Product Positioning; Telecommunications Industry; Consumer Products Industry; Electronics Industry

July 2022 (Revised November 2022)
Case

Building a Mishap-Free U.S. Navy

By: Amy C. Edmondson, Herman B. Leonard, Michael W. Toffel and Michael Norris

In 2021, Kevin “Bud” Couch, a retired Navy captain who was now working as a civilian employee of the Navy Safety Center, was trying to determine how best to reduce the risk of Navy mishaps. The Navy had experienced a series of major mishaps in 2017 that had led to a... View Details

Keywords: National Security; Safety; War; Ship Transportation; Risk Management; Operations; Singapore; Tokyo; San Diego

December 2013 (Revised January 2015)
Case

Barbara Krakow Gallery

By: Jose Alvarez and Nyssa Liebermann

The Barbara Krakow Gallery is a successful contemporary art gallery located in Boston. It utilizes a very rare "no haggle pricing" strategy and extended sales cycle when selling pieces to collectors. Though it remains profitable and very respected, the size and scope... 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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February 2017 (Revised February 2021)
Case

Hebrew SeniorLife: Next Steps

By: Regina E. Herzlinger, Carin-Isabel Knoop and Olivia Hull

The CEO of Hebrew SeniorLife is contemplating how to scale his highly successful but asset-intensive continuing care retirement community for elders. Among the strategies he is considering is an expansion to China; virtual web-based care; providing continuing care in... View Details

Keywords: Continuing Care; Nursing Home; Rehabilitation; Assisted Living; Elder Care; Entrepreneurial Management; Health Care and Treatment; Entrepreneurship; Growth and Development Strategy; Health Industry; United States

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