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Year-end can be a busy time for stock plan administrators. It’s not too early to explore available resources to make year-end processes and participant questions easier to manage.
Year End Checklist: 5 Things to Add
Whether or not you have a formal checklist to manage year-end tasks, undoubtedly a list exists somewhere – even if it’s only in your head (if that’s the case, though, I’d re...Read More
Examining Equity Plan Participant Attitudes and Behaviors
Across my desk this week – Charles Schwab’s Stock Plan Services released results of research they’d conducted on the attitudes and behaviors of 1,000 equity plan participants. Som...Read More
Communication in the Multi-Generational Workforce
Communication among generations is probably one of the more fascinating challenges presented by living in the time of what some call the fourth industrial revolution - which can be described as a t...Read More
Do ESPPs Generate Higher Levels of Participant Perceived Value?
If you’ve been reading this blog for a while, you may have noticed my affection for employee stock purchase (ESPP) plans. You may have also observed my passion for exploring all thing...Read More
Excel Tips to Change Your Life: Index/Match
We are excited to announce that Elizabeth Dodge of Equity Plan Solutions has agreed to author a series of occasional blog entries on Excel, accounting, and other stock plan administration&nb...Read More