Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in ESPPs (employee stock purchase plans).
Guest: Barbara Baksa, Executive Director, NASPP
How prevalent are ESPPs? (2:21)
Qualified vs. Nonqualified ESPPs - who is offering what? (5:40)
Trends in features of ESPP plan design: discount, lookbacks (7:37)
Length of offering periods (12:50)
Data and insights on ESPP participation rates (15:14)
The rise in fractional share issuances (21:39)
How long do employees hold ESPP shares after purchase? (25:49)
Trends in ESPPs: 4 Facts and a Myth (NASPP Blog)
Top Trends: Plan Administration, ESPPs, Ownership Guidelines, Insider Trading Compliance (NASPP Webcast)
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Figuring Out Section 6039 Filings
ISO/ESPP Flow Charts: Section 6039 Flow Charts
Tax Reporting Guide for Stock Plan Transactions
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Sample Email Explaining the $25,000 Limitation
Sample Explanation of the $25,000 Limitation
Sample $25,000 Limit Worksheet for Employees
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Designing and Implementing an Employee Stock Purchase Plan
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Tax Changes for 2019
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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...
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NASPP Quick Survey: ESPP Administration
Sample Employee Presentation on ESPP, Stock Options, and Awards
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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
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