Case | HBS Case Collection | October 2003 (Revised December 2003)

Managing a 401(k) Fund

by Richard S. Ruback and Kathleen Luchs


Focuses on an individual's decision to participate in his firm's 401(k) plan and how to invest his contributions. Plan participants have a choice of 10 mutual funds with different investment strategies. Includes data from Morningstar on the composition and performance of the different funds and information on different asset allocation strategies provided by the fund administrator, T. Rowe Price.

Keywords: Investment Funds; Investment; Saving; Asset Management; Financial Management; Decision Making; Personal Finance; Financial Services Industry;


Ruback, Richard S., and Kathleen Luchs. "Managing a 401(k) Fund." Harvard Business School Case 204-077, October 2003. (Revised December 2003.)