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Show Results For
-
All HBS Web
(169)
- People (1)
- News (45)
- Research (92)
- Multimedia (1)
- Faculty Publications (48)
- June 2013 (Revised February 2019)
- Case
Harvard University Defined Contribution Pension Plan in 2013: Looking Ahead
By: Luis M. Viceira, Jordan Chapman and John Souther
Viceira, Luis M., Jordan Chapman, and John Souther. "Harvard University Defined Contribution Pension Plan in 2013: Looking Ahead." Harvard Business School Case 213-108, June 2013. (Revised February 2019.)
- 17 Feb 2014
- News
Companies Detangle from Legacy Pensions
- June 2011 (Revised September 2011)
- Case
Tough Choices for the Illinois Pension System
By: Robert C. Pozen and Brij S. Khurana
This case describes the precarious fiscal situation of the Illinois public pension system in the spring of 2009 and the accounting of pension plans by non-federal municipalities more generally. In February 2009, in the midst of a recession, recently-appointed Governor...
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Keywords:
Budgets and Budgeting;
Financial Crisis;
Financial Liquidity;
Annuities;
Financial Management;
Financing and Loans;
Taxation;
Strategic Planning;
Problems and Challenges;
Illinois
Pozen, Robert C., and Brij S. Khurana. "Tough Choices for the Illinois Pension System." Harvard Business School Case 311-139, June 2011. (Revised September 2011.)
- 1986
- Chapter
Promise Them Anything: The Incentive Structures of Local Public Pension Plans
By: Dutch Leonard
Keywords:
Compensation and Benefits;
Public Sector;
Government and Politics;
Local Range;
Motivation and Incentives
Leonard, Dutch. "Promise Them Anything: The Incentive Structures of Local Public Pension Plans." In Public Sector Payrolls, edited by David A. Wise. Chicago: University of Chicago Press, 1986.
- 2008
- Chapter
A New Generation of Pension Fund Management
By: Robert C. Merton
In talking about pension plans at this point in American economic and corporate history, we need to discuss three linked issues: the defined-benefit (DB) corporate plans that worked for our parents; the defined-contribution (DC) plans we're getting today because...
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- July 2005 (Revised December 2005)
- Case
General Motors U.S. Pension Funds
By: Luis M. Viceira and Helen Tung
In June 2003, General Motors Corp. (GM) successfully marketed the largest corporate debt offering in U.S. history, worth $17.6 billion. The offering included $13.6 billion worth of debt denominated in dollars, euros, and pounds and $4 billion dollars denominated in...
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Keywords:
Decisions;
Bonds;
Investment Return;
Policy;
Borrowing and Debt;
Corporate Finance;
Auto Industry;
United States
Viceira, Luis M., and Helen Tung. "General Motors U.S. Pension Funds." Harvard Business School Case 206-001, July 2005. (Revised December 2005.)
- 06 Aug 2012
- News
The high cost of private pension savings
- 19 Feb 2012
- News
Time to tighten rules on US pensions
- 30 Jun 2008
- Research & Ideas
Rethinking Retirement Planning
trust was no doubt engendered in an earlier day when defined benefit (DB) pension plans were offered by lifelong employers like IBM and General Motors. Today, that system is all but extinct. Merton explains...
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- November 2018 (Revised December 2018)
- Case
CalSTRS Takes on Gun Violence
By: Vikram S Gandhi and Caitlin Reimers
In Spring of 2018, Chris Ailman, CIO of the $200 billion pension plan for California public school teachers (CalSTRS) was mandated by his board to “prioritize engagement with makers and retailers of firearms in California” following a series of gun-related tragedies in...
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Keywords:
Pension Funds;
Pension Plan;
Asset Allocation;
Screening;
ESG;
Gun Violence;
Business and Government Relations;
Values and Beliefs;
Education Industry;
California;
United States
Gandhi, Vikram S., and Caitlin Reimers. "CalSTRS Takes on Gun Violence." Harvard Business School Case 819-079, November 2018. (Revised December 2018.)
- 06 Jan 2006
- News
Made to Measure Is the Best Fit for Future Pensioners
- 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: View Details
- August 2013 (Revised November 2015)
- Case
Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?
By: Luis M. Viceira and Emily A. Chien
In November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in... View Details
Keywords:
Risk Management;
Asset Management;
Insurance;
Retirement;
Financial Services Industry;
Insurance Industry
Viceira, Luis M., and Emily A. Chien. "Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?" Harvard Business School Case 213-126, August 2013. (Revised November 2015.)
- 2014
- Working Paper
Lobbying Behavior of Governmental Entities: Evidence from Public Pension Accounting Rules
By: Abigail Allen and Reining Petacchi
We examine the lobbying behavior of state governments in the development of recently issued public pension accounting standards GASB 67 and 68. Consistent with opportunistic motivations, we find that states' opposition to the liability increasing provisions embedded in...
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Allen, Abigail, and Reining Petacchi. "Lobbying Behavior of Governmental Entities: Evidence from Public Pension Accounting Rules." Harvard Business School Working Paper, No. 15-043, December 2014.
- July–August 2014
- Article
The Crisis in Retirement Planning
By: Robert C. Merton
Corporate America began to really take notice of the looming retirement crisis in the wake of the dot-com crash, when companies in major industries went bankrupt in large part because of their inability to meet their pension obligations. The result was an acceleration...
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Merton, Robert C. "The Crisis in Retirement Planning." Harvard Business Review 92, nos. 7/8 (July–August 2014): 43–50.
- 12 Dec 2018
- News
Lesson Plan
ahead with new hires, even as pension and health care costs continued to rise. Cognetti says the teachers facing furloughs in Scranton have nothing to do with the financial mismanagement of previous years, which is what makes the layoffs...
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- 05 Jan 2014
- News
Boston must rein in retiree health plans
- 01 Dec 2009
- News
An Action Plan for Economic Recovery
POZEN: Offers a plan for overhauling the U.S. financial system to avoid a repeat of the recent market meltdown. Most books about the nation’s financial crisis tell us what happened. In his new book, HBS senior lecturer Robert Pozen tells...
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