Stock Plan Administration

Overview of Stock Plan Administration

Once a stock plan is designed and implemented, focus turns to the ongoing administration of the plan. There are many facets of equity plan management, including:

• Adopting a framework of policies and guidelines
• Day to day transaction processing
• Tax withholding and reporting
• Vesting events for restricted stock
• Employee education and communication
• Audits, financial and proxy reporting
• Managing insiders
• Partnering with service providers to facilitate recordkeeping and transaction

Browse our resources designed to help create and maintain best practices in administering your company's stock plan.