| HBS Case Collection
(Revised from original 2003 version)
Managing a 401(k) Fund
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;
Financial Services Industry;
Ruback, Richard S., and Kathleen Luchs. "Managing a 401(k) Fund." Harvard Business School Case 204-077, December 2003. (Revised from original October 2003 version.)