Announcing Better Plans, Better Management with Charles Schwab and Certent

A prestigious brokerage service and a dependable equity management system are key pieces to providing the best experience for your plan participants. When choosing what’s best for your company, you need to consider the individual attributes for each of these providers, and how well they work together. With the recent announcement of the enhanced integration […]

The Stock Plan Area Barbara Baksa Says Companies Get Wrong

Tax accounting, modifications, retirement provisions, SEC disclosures….it’s enough to make your head spin. When it comes to equity compensation management, the complexities are endless, but what does Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals, declare as the stock plan area that companies get wrong most often? Read this blog to find out.

What Every Equity Plan Manager Needs to Know About Marketing

Designing and managing equity plans is half the battle – effective communications represents the other half and requires equity plan managers to put on their marketing caps. I know that you already have a ton on your plate, so here is a quick “Marketing 101” that will help you gain awareness for your equity plans.

Looking Deeper Into the Minds of Participants

When it comes down to it, we grant equity compensation for the benefit of the recipients. We aren’t granting awards for the joy of accounting for them, nor for the fun of taxing them. We want employees to be happy with their awards, and we want the awards to drive motivation, loyalty, and retention. Because inquiring minds want to know, Fidelity Stock Plan Services undertakes an extensive biannual survey to understand the participant side of the story, which can help plan sponsors to be more effective with their offerings. Here are a few of the results.

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