Participant Resources for Tax Season
The volume of participant inquiries can ebb and flow, but perhaps one of the most predictable times of year for stock plan related questions (and guidance needs) is tax season.
The Value of Financial Wellness Benefits in Times of Turmoil (and Beyond)
A climate created by chaotic markets, a pandemic and times of economic uncertainty might not seem like the best moment to discuss a financial ideal – the concept of using financial wellnes...Read More
5 Trends in Stock Plan Administration Staffing and Practices
Next week, Joseph Rapanotti of Deloitte Consulting and I will be presenting highlights from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Design survey during the webcast “Read More
How Much Do Employees Value Their Equity Compensation?
A study by UBS (UBS Participant Voice: Unlocking Value) finds that participants who receive more education, advice, and personalized service place more value on their equity compen...Read More
5 Tips to Support Stock Plan Participants Through a Crisis
Crisis can take on many forms. There are crises that can be company specific – like in the situation where a pharmaceutical company awaited FDA approval for a drug, only to learn that...Read More