Retirement planning

The "search fund" model is particularly well suited to our demographic moment.

Don’t just golf — become a mentor.

Most CEOs and most board members manage the CEO’s succession well. In many companies, CEOs are bound by tradition or policy to step down at a certain age, and plan accordingly. Many have enough vision and insight to overcome any momentary desire to stay on, and indeed take pleasure in training and developing the next […]

It’s a shift that many companies will need to make in the coming years.

Businesses today face serious talent gaps. The share of companies reporting staffing shortages is at an all-time high: 77%. Last fall the United States...

No one really wants to sit around and do nothing.

We need a model that truly focuses on the long term.

A look at seven common pitfalls - and how to avoid them.

Pundits have been telling corporate America for years that the Baby Boomers will soon create a “retirement tsunami”. But there’s one small problem – the pundits are wrong. As it turns out, there are far fewer than the much-touted “78 million Baby Boomers poised for retirement”. In fact, the growth rate in both the number […]

The way we deal with risk depends on how we define it. This is often a more complicated task than appears. Risk is such a many-headed monster that selecting the right head to strike at can be a big challenge. Corporate executives have traditionally defined pension fund risk in terms of the trade-off between risk […]

Having a medley of part-time roles sounds great, but it can be a hard transition.

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...

It's gotta be more than golf and bingo.

Fifteen years after it was first chronicled, the “unseen revolution” transforming corporate ownership in the United States is now visible to all. The 20 largest pension funds (13 of them funds of state, municipal, or nonprofit employees) hold around one-tenth of the equity capital of America’s publicly owned companies. All told, institutional investors—that is, primarily […]

A five-part framework to help you navigate.

New consumer markets for an aging world.

To all the brouhaha over offshoring in America, one rejoinder is that any unemployment is temporary. When the mass of baby boomers starts retiring in the next few years, the argument goes, there will be plenty of work for anyone in the baby bust generation whose job went overseas. That may be a comforting thought […]

Where do you go after you’ve made it to the top?