How many companies actually offer ESPPs? What trends exist based on company demographics, such as size, region and industry?
This episode examines research conducted by Aon, in partnership with the NASPP and Fidelity, on the prevalence of employee stock purchase plans (ESPPs) within Russell 3000 and S&P 500 companies.
Guests: Daniel Kapinos, Partner and Rachel Lopez, Consultant,
both of Aon Rewards Solutions
What research was performed on ESPPs and why? (2.26)
Which companies were evaluated? (3:48)
The number of companies offering ESPPs (5:41)
ESPP prevalence based on industry (6:08)
Deeper dive into industry prevalence of ESPPs (6:57)
ESPP data on region and company size (8:46)
Analysis of ESPPs offered based on headcount (11:11)
Fundamental differences between ESPPs offered within the Russell 3000 vs. S&P 500 (12:58)
Thoughts on the future of ESPPs and plans to expand this research (14:45)
The value of having an ESPP during volatile economic times (19:19)
Example 6039 FAQ for Employees
Figuring Out Section 6039 Filings
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Tax Reporting Guide for Stock Plan Transactions
Ten Facts About the ESPP $25,000 Limitation
Understanding the $25,000 Limit in Seven Slides
Sample Email Explaining the $25,000 Limitation
Sample Explanation of the $25,000 Limitation
Sample $25,000 Limit Worksheet for Employees
How Common are Employee Stock Purchase Plans?
Designing and Implementing an Employee Stock Purchase Plan
Cadillac ESPP Considerations: What You Need to Know Before Adopting
ESPP Valuation – 4 Missing Pieces
New Rules for 401(k) Plans Affect ESPPs
Notice of Proposed Rulemaking: Hardship Distributions of Electiv...
Tax Changes for 2019
FAQs for a New ESPP
Disqualifying Disposition Survey for ESPP
Purchase Checklist for ESPP
ESPP Approvals Checklist
2018 Deadlines Approach to Furnish ISO and ESPP Information Stat...
Reminder: ISO and ESPP Information Returns and Statements
Section 423: Employee Stock Purchase Plans
Survey Says: 10 Dos & Don'ts of Stock Plan Administration
Ayco's Updated Survey of Employee Stock Purchase Plans
Quick Survey on Global ESPP Administration
Results of the 2016 Employee Stock Purchase Plan Survey
Cost-Basis Reporting Examples for ESPPs
IRS Filing and Reporting Requirements for ISO Exercises and ESPP...
ESPP in China...Should You Dare?
NASPP Quick Survey: ESPP Administration
Sample Employee Presentation on ESPP, Stock Options, and Awards
Employee Stock Purchase Plans and the Calculation of Basic and D...
ESPP Sample Q&A on Share Shortfall
Sample ESPP Make Whole Q&A
Sample Proposal: Share Deficiency Situation
Example Memo to Employee re: Form 3922
Example Memo to Employees re: Form 3922 (transfer not at purchase)
New IRS Filing and Reporting Requirements for ISO Exercises and ...
Sample 6039 Information Statements
Example Aggregate Forms 3921 and 3922
New Rules for ESPPs and Reporting ISO and ESPP Share Transactions
ESPP Communications Checklist
Educating Employees on Your ESPP
Treasury Regulation §1.423-2 – Employee stock purchase plan defined
Revised FAQs Regarding Section 6039 Reporting and Final Regulati...
Cover Letter - ESPP Tax Report
Treasury Regulation §1.423-1 – Applicability of section 421(a)
Treasury Issues Final Regulations under Section 6039
Treasury Regulations §1.6039
ESPP enrollment/change form
ESPP Presentation for Participants
ESPP Enrollment Form
Sample ESPP Withdrawal Form
ESPP Qualifying Disposition Survey Template
Administering an Employee Stock Purchase Plan
Stock Split FAQs
FASB Issues New Accounting Standard for Stock Compensation
Trends in Employee Stock Purchase Plans
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