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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

3 Things to Have on Your Radar (Before Year-End)
Oct 23,2014
Jennifer Namazi

3 Things to Have on Your Radar (Before Year-End)

Communicating to the Short Attention Span
Jul 03,2014
Jennifer Namazi

Communicating to the Short Attention Span

Stock Plan Litigation: Real Cases
Feb 06,2014
Jennifer Namazi

Stock Plan Litigation: Real Cases

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Sample Documents

Example Memo to Employee re: Form 3922
Jan 16,2012

Sample memo to employees explaining Form 3922 for an employee stock purchase plan (ESPP).

Example Memo to Employees re: Form 3922 (transfer not at purchase)
Jan 16,2012

Sample memo to employees explaining Form 3922 when the event triggering the statement is a subsequent transfer, rather than the purchase of shares under an employee stock purchase plan (ESPP).

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Webcasts

Help Employees to Make Smarter Equity Award Decisions
May 19,2021

Fuel employee financial health with equity by cultivating an investor mindset among employees.

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?

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

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