Case | HBS Case Collection | March 1991 (Revised May 1991)

New York Life Insurance Co.: Pension Department

by Robert J. Dolan


Analyzes competition in the pension fund industry. In particular, New York Life must decide whether to compete head-to-head with mutual fund giants by offering record-keeping services or to just continue to focus on selling investment products. Presents the results of market research studies conducted to answer the question.

Keywords: Competition; Financial Instruments; Insurance Industry; Financial Services Industry;


Dolan, Robert J. "New York Life Insurance Co.: Pension Department." Harvard Business School Case 591-051, March 1991. (Revised May 1991.)