Financial Engines, Inc. Contracts & Agreements

57 Contracts & Agreements
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Agreement and Plan of Merger, dated as of April 29, 2018, by and among Edelman Financial, L.P., Flashdance Merger Sub, Inc. and Financial Engines, Inc
Merger Agreements
Financial Engines, Inc.
2018
Offer letter, as amended, between the Company and Craig L. Foster, dated August 7, 2017
Financial Engines, Inc.
2017
Financial Engines, Inc. Common Stock Underwriting Agreement
Underwriting Agreements
Financial Engines, Inc.
2017
FinancialEngines, Inc. Common Stock Underwriting Agreement
Underwriting Agreements
Financial Engines, Inc.
2017
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 17, 2016) Table of Contents
Bonus & Incentive Agreements
Financial Engines, Inc.
2016
FINANCIAL ENGINES, INC. Form of Executive Severance and Change in Control Agreement
Change of Control Agreements
Financial Engines, Inc.
2016
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN EXECUTIVE OFFICER NOTICE OF STOCK OPTION GRANT
Bonus & Incentive Agreements
Financial Engines, Inc.
2016
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN EXECUTIVE OFFICER NOTICE OF RSU AWARD
Bonus & Incentive Agreements
Financial Engines, Inc.
CA
2016
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 17, 2016) Table of Contents
Bonus & Incentive Agreements
Financial Engines, Inc.
2016
EMPLOYMENT AGREEMENT
Employment Agreements
Financial Engines, Inc.
DE
2016
FIRSTAMENDMENT TO AGREEMENT AND PLAN OF MERGERS
Financial Engines, Inc.
2016
LETTER AGREEMENT
Financial Engines, Inc.
2016
AGREEMENT AND PLAN OF MERGERS, by and among FINANCIAL ENGINES,INC., MAYBERRY ACQUISITION SUB I, LLC, MAYBERRY ACQUISITION SUB, INC., MAYBERRY ACQUISITION SUB II, LLC, KANSAS CITY...
Financial Engines, Inc.
2015
FINANCIALENGINES, INC. STOCKHOLDERS AGREEMENT Dated as of November 5, 2015 TABLE OF CONTENTS
Financial Engines, Inc.
2015
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD OUTSIDE DIRECTOR
Bonus & Incentive Agreements
Financial Engines, Inc.
2015
CONSULTING AGREEMENT
Consulting Agreements
Financial Engines, Inc.
2014
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 20, 2014) Table of Contents
Bonus & Incentive Agreements
Financial Engines, Inc.
2014
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD ONE-YEAR VESTING
Bonus & Incentive Agreements
Financial Engines, Inc.
CA
2013
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD TWO-YEAR VESTING
Bonus & Incentive Agreements
Financial Engines, Inc.
2013
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD DECEMBER 31, 2015 VESTING
Bonus & Incentive Agreements
Financial Engines, Inc.
2013
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT Vesting December 31, 2015
Bonus & Incentive Agreements
Financial Engines, Inc.
DE
2013
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 21, 2013) FINANCIALENGINES, INC. AMENDED AND RESTATED 2009STOCK INCENTIVE...
Bonus & Incentive Agreements
Financial Engines, Inc.
2013
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF PERFORMANCE STOCK UNIT AWARD
Bonus & Incentive Agreements
Financial Engines, Inc.
2013
FINANCIAL ENGINES 2014 EXECUTIVE CASH INCENTIVE PLAN
Bonus & Incentive Agreements
Financial Engines, Inc.
2013
2013 Executive Individual Performance Factor Bonus Plan
Bonus & Incentive Agreements
Financial Engines, Inc.
2013
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT
Bonus & Incentive Agreements
Financial Engines, Inc.
2012
FORM OF FINANCIAL ENGINES, INC. 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT OUTSIDE DIRECTOR
Bonus & Incentive Agreements
Financial Engines, Inc.
DE
2012
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Shareholders February 24, 2010) FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK...
Bonus & Incentive Agreements
Financial Engines, Inc.
2012
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD OUTSIDE DIRECTOR
Bonus & Incentive Agreements
Financial Engines, Inc.
CA
2012
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT
Bonus & Incentive Agreements
Financial Engines, Inc.
2011
FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD
Bonus & Incentive Agreements
Financial Engines, Inc.
2011
TRIPLE NET SPACE LEASE (MULTI-TENANT) between MTSPE, LLC, a Delaware limited liability company, as LANDLORD and FINANCIAL ENGINES, INC., a Delaware corporation, as TENANT for...
Lease Agreements
Financial Engines, Inc.
2011
Plan Participants: For retirement plan participants, we provide personalized, unconflicted advice and management services unique to each individuals specific investment needs and...
Retirement Agreements
Financial Engines, Inc.
2011
Plan Participants: For retirement plan participants, we provide personalized, unconflicted advice and management services unique to each individuals specific investment needs and...
Retirement Agreements
Financial Engines, Inc.
2011
Plan Participants: For retirement plan participants, we provide personalized, unconflicted advice and management services unique to each individuals specific investment needs and...
Retirement Agreements
Financial Engines, Inc.
2011
Condensed Consolidated Financial Statements (Unaudited)
Financial Engines, Inc.
DE
2010
Condensed Consolidated Financial Statements (Unaudited)
Financial Engines, Inc.
DE
2010
INDEMNIFICATION AGREEMENT
Indemnification Agreements
Financial Engines, Inc.
DE
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
DE
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,...
Retirement Agreements
Financial Engines, Inc.
2010
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
CA
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
CA
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
DE
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
CA
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
2009
Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management
Management Agreements
Financial Engines, Inc.
CA
2009