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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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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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Barclays Global Investors and Exchange Traded Funds
Viceira, Luis M.; Wagonfeld, Alison BerkleyCase HBS-208033-EFinanceProvides an overview of the Exchange Traded Funds (ETF) industry and highlights the leadership role that Barclays Global Investors (BGI) has played in this developing asset class. BGI launched its first ETFs under the iShares brand name in 2000, and by mid-2007 BGI was the global leader in the $600 billion ETF market. BGI's success had started attracting the interest of other large asset management firms, and Lee Kranefuss, CEO of BGI's iShares b...Starting at €8.20
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Achieving Mental Health Parity, Teaching Note
Black, Samantha; King, DavidTeaching Note HBS-HKS688-EStrategyIn October 2008, President George W. Bush signed into law a requirement that certain private health insurance plans provide coverage for mental illness equal to coverage provided for medical-surgical illness as part of an economic stimulus package, capping more than a decade of advocacy in both houses of Congress by a bipartisan coalition of Congressmen and Senators for mental health parity. Through multiple changes in Congressional leadership, t...Starting at €0.00
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Achieving Mental Health Parity
Black, Samantha; King, DavidCase HBS-HKS687-EStrategyIn October 2008, President George W. Bush signed into law a requirement that certain private health insurance plans provide coverage for mental illness equal to coverage provided for medical-surgical illness as part of an economic stimulus package, capping more than a decade of advocacy in both houses of Congress by a bipartisan coalition of Congressmen and Senators for mental health parity. Through multiple changes in Congressional leadership, t...Starting at €8.20
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The Crisis in Retirement Planning
Merton, Robert C.Article HBS-R1407B-EEconomicsCorporate 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 bankrupt in large part because of their inability to meet their pension obligations. The result was an acceleration of America's shift away from employer-sponsored pension plans toward defined-contribution plans--epitomized by the ubiquitous 401(k)--which transfer the investment risk from the com...Starting at €8.20
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Introduction to Life Settlements
Braun, Alexander; Cohen, Lauren H.; Malloy, Christopher J.; Xu, JiahuaCase HBS-218127-EFinanceLife insurance is an asset owned by the majority of American adults (61%). Note that this 61% penetration rate is essentially at parity with home ownership (64%), and higher than that of 401(k) retirement account ownership (53%). Life settlements, or life insurance settlements, allow individuals to sell their life insurance policy in a secondary market. A life insurance policy is a tradable asset, for many individuals possibly the most valuable o...Starting at €8.20