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NASPP Essentials

Educating Employees on Your ESPP
Dec 31,2009

This article provides an overview of the contributors and components of an educational program for a Section 423 qualified ESPP offered to U.S. employees. To develop your own educational program, it is necessary to understand who contributes to these programs and the extent of information that can be communicated to employees.

Articles

Cover Letter - ESPP Tax Report
Nov 24,2009

Cover letter for a report ESPP transactions distributed to participantes for tax purposes

How Much Do Employees Value Their Equity Compensation?
Jul 30,2020
Jennifer Namazi

Insights from two UBS studies on participant attitudes towards their equity awards.

Technology Tips for Engaging Remote Participants
Jul 02,2020
Jennifer Namazi

With workplaces operating more remotely than ever, communicating with stock plan participants finds new challenges. Explore technology tips aimed at engaging remote participants.

5 Tips to Support Stock Plan Participants Through a Crisis
Apr 09,2020
Jennifer Namazi

Tips to help your stock plan participants navigate through any crisis.

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Sample Documents

Sample Email Explaining the $25,000 Limitation
May 05,2020

This is a sample email that can be used to explain the $25,000 limit to an employee.

Sample Explanation of the $25,000 Limitation
May 05,2020

A sample memo explaining the ESPP $25,000 limitation to employees.

Sample $25,000 Limit Worksheet for Employees
May 05,2020

Sample worksheet to explain the $25,000 limit to employees.

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Webcasts

Equity Compensation and Financial Wellness
Jun 06,2018

How equity awards can be part of a financial wellness program for employees

Equity Awards: Creating Long-Term or Momentary Owners?
Jun 08,2016

Are the objectives of your company's equity plan being met?

Employee Mobility: We've Heard All the Rules, But What Are People Actually Doing?
Apr 22,2014

Real world solutions and practical approaches for addressing mobility issues.

Podcasts

Regulations & Statutes

Form 3921
Oct 10,2017

IRS Form 3921, used to report ISO exercises.

Form 3922
Sep 01,2016

IRS Form 3922, used to report first legal transfer of shares acquired under a Section 423 employee stock purchase plan (ESPP).

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The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.

NASPP

P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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