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.
Cover letter for a report ESPP transactions distributed to participantes for tax purposes
Why companies should consider offering employees a financial wellness program that incorporates equity compensation.
Valuable resources to help both administrators and participants navigate through year-end.
Schwab Stock Plan Services releases results of research conducted on the attitudes and behaviors of 1,000 equity compensation plan participants.
Sample cover letter to notify plan participants that they have received an award of stock or units.
Sample cover letter to notify plan participants that they have received a stock option grant.
Sample email to announce to stock plan participants that their grant agreement is available online.
Fuel employee financial health with equity by cultivating an investor mindset among employees.
How equity awards can be part of a financial wellness program for employees
Are the objectives of your company's equity plan being met?
IRS Form 3921, used to report ISO exercises.
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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