The purpose of this white paper is
to highlight the problems with using
beneficiary designations in equity
On January 26, 2009, the U.S. Supreme Court, in Kennedy v. Plan
Administrator for DuPont Savings and Investment Plan (U.S., No. 07‐636),
unanimously ruled that a plan correctly distributed retirement benefits to a
participant's ex‐spouse who was named as the participant's beneficiary
under the plan, despite her purported waiver of the benefits in a divorce
How are employees and their equity plan awards affected by short term furloughs?
Thoughts on some of life's events and how to handle them relative to your equity plan.
Understanding the difference between a transfer of equity awards and the transfer of economic value in divorce scenarios.
Sample FAQ explaining to retirement-eligible employees how FICA taxes will be collected on RSUs that provide for accelerated or continued vesting upon retirement.
This is an informal survey of how our members administratively handle the death of stock plan participants.
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