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41 items were found using the following search criteria
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Financial Engines
Foster, G; Rosenthal, SCase SGSB-E399-EEntrepreneurshipThe Financial Engines case chronicles the firm’s evolution from launch to IPO, highlighting the various decisions and events that impacted the company’s business model from 1997 through 2010. The concept for the company sprung from Nobel Prize winning economist Bill Sharpe’s desire to help the average consumer better understand and manage their retirement assets. With the original intent to provide educational software, the company, led by Jeff...Starting at €8.20
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Financial Engines - Teaching note
Foster, G; Rosenthal, STeaching Note SGSB-E399TN-EEntrepreneurshipThe Financial Engines case chronicles the firm’s evolution from launch to IPO, highlighting the various decisions and events that impacted the company’s business model from 1997 through 2010. The concept for the company sprung from Nobel Prize winning economist Bill Sharpe’s desire to help the average consumer better understand and manage their retirement assets. With the original intent to provide educational software, the company, led by Jeff...Starting at €0.00
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Redesigning a 401(k) Plan at Haley-Midland, Teaching Note
Pozen, Robert C.; Perl, ScottTeaching Note HBS-311129-EFinanceTeaching Note for 311128.Starting at €0.00
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Redesigning a 401(k) Plan at Haley-Midland
Pozen, Robert C.; Perl, ScottCase HBS-311128-EFinanceRose Adams, the CFO of Haley-Midland, Inc., dispensed with pleasantries and started right in on her questions for Jim Sweeney, the senior vice president of human resources, and Nancy Walters, Haley-Midland's vice president and treasurer, about the brewing crisis with the company's 401(k) plan.Starting at €8.20
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On Stepping Down Gracefully
Sutton, RobertArticle HBS-F1106E-EHow you handle yourself in your final weeks and months in power will have a big impact on how you are remembered.Starting at €8.20
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On Stepping Down Gracefully (Spanish version)
Sutton, RobertArticle HBS-F1106EHow you handle yourself in your final weeks and months in power will have a big impact on how you are remembered.Starting at €8.20
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Passing the Baton: Role Transition of B.K. Jhawar
Kavil Ramachandran; Alexander MathewCase IVEY-9B11C037-EEntrepreneurship, Leadership and People Management, StrategyMost family businesses do not last long. Only one-third are able to survive the transition from the first to second generation. A critical issue in the survival of family businesses is the management of succession. Most successions fail because first-generation founders find it difficult to disengage from their business as they approach the age of retirement. As a result, they fail to prepare the next generation of successors for the leadership r...Starting at €8.20
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Dr. Mak Lap Ming
John S. Haywood-Farmer; Josephine ChiuCase IVEY-9B11D017-ELeadership and People Management, Service and Operations Management, StrategyDr. Mak Lap Ming, an obstetrician and gynecologist who operated two clinics in Wan Chai, Hong Kong, was contemplating retirement. Now that his own child was financially independent and thus relieved some of the pressure on Mak, he was wondering if it made financial sense to retire soon. He also wondered what the immediate consequences of retirement would be and if semi-retirement was a viable option. To that end, he could work with a partner and ...Starting at €8.20
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Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market
Cohen, Lauren H.; Malloy, Christopher J.Case HBS-212068-EFinanceThis case examines Dimensional Fund Advisors (DFA)'s decision to enter the retirement market with their new "Dimensional Managed DC" product, a complete retirement solution that aimed to provide investors with what they really wanted: the same standard ofStarting at €8.20
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Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market, Teaching Note
Cohen, Lauren H.; Malloy, Christopher J.; Gray, TimothyTeaching Note HBS-212069-EFinanceTeaching Note for 212-068.Starting at €0.00