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.
Equity Disclosures: Calculating Weighted Averages
Why does a simple average calculation not always fit the disclosure bill? When it comes to a company’s stock, the number of shares outstanding will usually fluctuate. These changes stem fr...Read More
5 Ways to Engage Stock Plan Participants on Any Budget
How do you get one person, let alone 75,000 people, to open an email or watch a video? During a time when it's hard to get anyone to view a communication, T-Mobile is succeeding in empl...Read More
5 Tactics to Help Employees Make Smarter Financial Decisions
According to the Schwab Stock Plan Services 2020 Participant Study, equity awards make up a...Read More
Financial Planning: Good for Employees and Employers
You probably won’t be surprised to learn that it is beneficial to employees to include their stock compensation in their financial planning. A recent survey by Fidelity finds that their em...Read More
Should TikTok be Part of Your Stock Plan Education Strategy?
What role should social media sites like TikTok play in engaging your stock plan participants? I’m going to answer that in a moment. But first, some backstory on TikTok, in case you are (l...Read More