Redesigning a 401(K) Plan at Haley-Midland

Posted: 8 Mar 2012

See all articles by Robert Pozen

Robert Pozen

Brookings Institution; MIT Sloan School of Management

Scott Perl

Harvard University - Business School (HBS)

Date Written: December 16, 2011

Abstract

Rose 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.

Learning Objective: To educate students about how employers design 401(k) plans.

Suggested Citation

Pozen, Robert and Pozen, Robert and Perl, Scott, Redesigning a 401(K) Plan at Haley-Midland (December 16, 2011). Harvard Business School Finance Case No. 311-128, Available at SSRN: https://ssrn.com/abstract=2018506

Robert Pozen (Contact Author)

Brookings Institution ( email )

1775 Massachusetts Ave, NW
Washington, DC 20036
United States

MIT Sloan School of Management

100 Main Street E62-483
Cambridge, MA 02142
United States

Scott Perl

Harvard University - Business School (HBS) ( email )

Soldiers Field Road
Morgan 270C
Boston, MA 02163
United States

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