ESPP

A flexible Employee Stock Purchase Plan management solution to help you manage the administrative and accounting details specified in your plan

From managing eligibility to processing purchases, employee stock purchase plans carry significant administrative and accounting burdens. Effective communication with participants, payroll, and your broker is paramount. Proper records must be kept, and files need to be coordinated with payroll for tax reporting. Dispositions must be identified and handled correctly. You also need a robust set of administrative and accounting reports to stay on top of enrollment, contributions, transactions, tax, and IRS reporting requirements. Certent provides you the tools to track activity and ensure compliance requirements are met confidently.

Save 40-50%

Equity plan administrators benefit from a 40–50% reduction in time spent managing ESPP programs with Certent

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Let’s explore how equity compensation management will work for you.

Easy Platform Administration

Certent provides a comprehensive ESPP solution and participant portal that makes it easier to administer your ESPP, no matter how it’s designed.

Simplify the process for employees to access the portal using company-specified information for automatic authentication and provisioning of login and passwords. You get the reports you need to effectively communicate with your payroll department, broker, and transfer agent. With our ESPP solution, compliance is built in throughout the platform.

Sample
Plan Flexibility

Flexibility that supports your plan design, simplicity that supports your work load.

ESPP plan designs can vary significantly. What we’ve learned from working with hundreds of clients is that you need flexibility when setting up offering periods, purchase periods, and fair market value price definitions. And that’s just the start.

Individuals working with financial reports and calculators
Employee Ownership

ESPP portal enables participant self-service and increases employee engagement in the program.

Certent provides a self-service participant portal to offload everyday tasks from stock plan administrators. Employees can take responsibility for enrolling themselves once their eligibility is confirmed. As plan participants, employees can view their contributions, verify their purchases, and track dispositions.

Certent | Compliance with Confidence
Automated Compliance

Comprehensive ESPP reporting ensures compliance.

Track and manage your ESPP activity with a set of pre-built comprehensive reports, that you can customize. With an extensive selection of both administrative and accounting reports Certent’s filtering feature lets you compile the real-time relevant data, based on parameters you select, fast.

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