John Hammond discusses the various reconciliations involving stock plan shares.
Administration Considerations in a Stock Split
Restricted Stock and Unit Plans
Plan Duration Forecast
Stock-for-Stock Option Exercises
Form W-2 Reporting Checklist for Stock Compensation
Change in Control Estimate for Employees
NASPP Comment Letter on SEC Concept Release on Rule 701 and Form...
SEC Amends Rule 701 and Seeks Comment on Changes to Rule 701 and...
SEC Amends Rule 701; Solicits Comment on Ways to Modernize Rules...
Sample Grant Cover Letter - Award
Sample Grant Cover Letter - Stock Option
Sample Grant Notice--Three Things You Need to Know About Your Grant
SEC Concept Release on Rule 701 and Form S-8
SEC Fines Private Company in First Enforcement Action from Rule ...
Purchase Checklist for ESPP
ESPP Approvals Checklist
Rule 701 Refresher and Updates
Transcript: Survey Says: 10 Dos & Don'ts of Stock Plan Administr...
Survey Says: 10 Dos & Don'ts of Stock Plan Administration
Employment Tax Considerations for Equity Plans as T+2 Takes Effect
Compensation: What You Should Know When Selling the Company
Transcript: Be Prepared for T+2
What Employers Need to Know About Cybersecurity Risk
SEC Approves T+2 Settlement
IRS Updates Golden Parachute Audit Guide
NASPP Quick Survey: Administrative Procedures in the Death of Pl...
NASPP Quick Survey: ESPP Administration
Impact of the DOMA Ruling on Public Companies
Ownership Guidelines Checklist & Template
RFP Questions for Stock Plan Administration Service Provider
NASPP Quick Survey: Stock Plan Administration Staffing
M&A Due Diligence Documents
Stock Ownership Monitoring Chart
M&A Data Conversion Questionnaire
You and Your Database, and the Problems that Lurk Within…
Stock Plan Vendor Search Process
Brokerage Implementation Project Checklist
Some Comments on the Pre-Clearance Procedure
Cover Letter - ESPP Tax Report
Vendor Evaluation and Analysis
Webcast Transcript: Changing Service Providers Like a Pro
Company Profile for Provider Search
10b5-1 Plan - Issuer Administration Checklist
Sample Exercise Notice
Self Assessment Plan for Stock Options
Administering an Employee Stock Purchase Plan
Practice Pointers: Rule 10b5-1 Plans and SOX Section 402 Issues
Checklist – 10Q/K Statements
Calendar – Securities Filings
Cover Letter - Restricted Stock Tax Report
Cover Letter - Quarterly Option Tax Report
Checklist – FAS 123 Reporting
Impact of the Sarbanes-Oxley Act of 2002 on Executive and Equity...
#50: Escheatment and Equity Plans
Cynthia Nisley of Georgeson Corporation walks through escheatment related to equity plan shares. Read More
#44: Five Things Making Equity Administration Challenging
Raul Farjado of Certent and Liz Stoudt of Aon Hewitt talk about some of the latest challenges facing stock plan administrators. Read More
#18: Creating an Epic Broker Partnership
Brian Burke of TD Ameritrade shares tips and advice on how to create an outstanding relationship with your broker. Read More