The Pension Plan of Bethlehem Steel, 2001 (202-088)

Tufano, Peter, Bodie, Zvi and Mitsui, Akiko (2002) The Pension Plan of Bethlehem Steel, 2001 (202-088). [Case]

Abstract

Bethlehem Steel's 2001 bankruptcy filing inspires an employee's daughter to evaluate her father's pension plan, weeks after September 11's tragedies exacerbated a weakening U.S. economy and just months before her father planned to retire. Battered equity markets and plummeting interest rates foretell a "pension crisis," while the daughter discovers the history and government role in U.S. private defined-benefit pension plans. She tries to apply her newly acquired finance skills as an MBA student to estimate the pension plan's true asset-liability condition and to advise her father about his upcoming retirement from a historically dominant U.S. company that has lost its competitiveness to global producers.

Item Type: Case
Keywords: finance, accounting, business law
Subject(s): Finance
Date Deposited: 05 Apr 2016 15:34
Last Modified: 05 Apr 2016 15:34
Funders: n/a
URI: http://eureka.sbs.ox.ac.uk/id/eprint/6011

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