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.

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.

How Millennials May Change Equity Compensation

Earlier this year, I was lucky enough to attend the 17th-annual Global Equity Organization conference in Boston. I feel right at home at conferences like this: They are teeming with people who love equity compensation as much as I do. I always look forward to hearing what people are talking about, whether it is in the keynote speeches, the more detailed breakout sessions, or just networking over a lobster roll in the Boston-themed exhibit hall. These conversations give me a glimpse of what the future holds, and when I hear the same topic addressed in a keynote, in a breakout, and in the exhibit-hall chatter, I know it must be a hot topic. So, what’s everyone talking about? Millennials!

Make Your Equity Plan the Star of the Show

Email, snail mail, and webinars are all great ways to communicate about your equity plan, but the use of video has created new and interesting ways to capture participants’ attention. The use of videos, including testimonials and “explainer” types, can help you get your message across to your employees in a quick, attention grabbing format. Read on for 4 key elements to creating an impactful video.

Discover Your Equity Plan “Buyer Personas”

In marketing, understanding your buyer is key – and the same can be said for stock plan management. Understanding your participants (your “buyers”) will help you to engage them and communicate in a more effective way. Developing buyer personas for your participant pool can help you segment your audience and target your messaging accordingly. As we say in marketing-the more targeted the message, the better it works.

A Beginner’s Guide to Acing the CEP Exam

Are you new to the world of equity compensation or are you an experienced practitioner ready to achieve your Certified Equity Professional designation? While the 5 hour test can seem daunting and sifting through the endless questions about taxation, accounting and regulations can feel intimidating, read this blog for a few tricks that will put you on the track to acing the exam.

Why Agile Should Be Important to You

It’s no secret that most of today’s top technology companies follow an Agile development methodology. By definition, an agile approach means shorter sprints of software development and allows companies the ability to more quickly adjust and appropriate resources to stay ahead of the competition. It’s faster, more flexible, and better aligned to the needs of the client base. Read on to find our why this should be important to you.

Tax Holding Periods and Leap Year

Leap year can make things complicated. For example, if you use a daily accrual rate for some purpose related to stock compensation, such as calculating a pro-rata payout, a tax allocation for a mobile employee, or expense accruals, you have to remember to add a day to your calculation once every four years. Personally, I think it would be easier if we handled leap year the same way we handle the transition from Daylight Saving Time to Standard Time: everyone just set their calendar back 24 hours. Rather than doing this on the last day of February, I think it would be best to do it on the last Sunday in February, so that the “fall back” always occurs on a weekend.