Equity plan administrators benefit from a 40–50% reduction in time spent managing ESPP programs with Certent.
- Simplify complex eligibility, enrollment, and purchase requirements.
- Streamline reporting and effectively communicate with your payroll department, broker, and transfer agent.
- Improve and automate employee engagement with an intuitive online Participant Portal.
SOME OF OUR 2400+ SUCCESSFUL CUSTOMERS
- Supports 11 types of dispositions and systematically tracks disqualifying dispositions
- Tracks eligibility, purchases, annual contributions, and payroll elections
- Ensures regulatory compliance with the $25,000 limit
- Coordinates with payroll for proper tax reporting
- Calculates deferred tax, expense and common equivalents
- Calculates ordinary income and capital gains on dispositions for qualified 423 plans
- Empowers employees to facilitate their own enrollment and elections
- Enables you to easily communicate critical messages to employees
- Delivers the ability to roll forward enrollments to the next offering period
Employee stock purchase plan designs can vary significantly. Certent ESPP Management delivers the flexibility you need when setting up offering periods, purchase periods and fair market value price definitions.
You’re Not Alone
Our U.S.-based support and services team is made up of equity compensation and financial reporting experts passionate about making sure you achieve maximum success with our solutions.
Setting You Up For Success
Our comprehensive implementation process includes a dedicated implementation manager, project management technology, proven proprietary implementation tools, and the resources to perform a full accounting reconciliation and data conversion if necessary.