Blog - Simple List
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5 Ways to Engage Stock Plan Participants on Any Budget
Aug 5, 2021
How do you get 75,000 employees to view your stock plan communications? T-Mobile's Aftab Ibrahim shares a behind the scenes look at how the wireless phone provider is succeeding at employee engagement. -
7 Things to Know about Leaves of Absence and Equity Awards
Aug 3, 2021
Should equity awards be adjusted for leaves of absence? The answer may not be as simple as you think. -
IRS Allows Digital Signature for Section 83(b) Elections
Jul 27, 2021
Section 83(b) elections get closer to entering the modern age, at least temporarily. -
Taking the Pulse of Performance Awards
Jul 20, 2021
When is comes to performance awards, there appears to be a significant comprehension gap between NEOs and other senior executives. This and other things we learned about performance awards in our most recent pulse survey. -
Holding Periods: A Better Alternative to Clawbacks?
Jul 13, 2021
Clawbacks are difficult and expensive to enforce. Can required holding periods solve this problem? -
Say-on-Pay Trends: Higher CEO Pay Equals Lower Shareholder Approval
Jul 7, 2021
The higher the CEO's pay, the more likely a slide in shareholder approval. A recent Equilar report explores this Say-on-Pay trend. -
Accounting for Continued Vesting Upon Retirement
Jun 29, 2021
When awards provide for continued vesting upon retirement, this has the effect of shortening the period over which expense is recognized. For some equity awards, it could also reduce the fair value of the award. -
SEC to Revisit Rule 10b5-1: 4 Things to Know
Jun 25, 2021
The SEC's chairman recently spoke of the Commission's intent to "freshen up" Rule 10b5-1. Find out what potential changes may be on the table. -
ESPPs, IPOs, and SPACs
Jun 23, 2021
When it comes to implementing an ESPP simultaneously with an IPO or a SPAC, it's complicated. -
Three Reasons to Be a Mentor
Jun 18, 2021
Being a mentor has its advantages—here are three of them. (Plus a bonus—it’s rewarding!) -
Next Generation Performance Awards
Jun 15, 2021
Four ideas to consider for performance-based equity awards. -
Understanding SPACs and Equity Compensation
Jun 8, 2021
What is a SPAC, could it happen to your company, and how does it affect equity compensation? -
5 Things to Know About Mobility Compliance for Remote Workers
May 27, 2021
More workers than ever are now remote from their company location. This newfound flexibility is giving rise to increased employee mobility. Find out what every company should know as they adapt compliance practices for this growing mobile population. -
5 Tactics to Help Employees Make Smarter Financial Decisions
May 25, 2021
You can help your employees make smarter decisions with their equity awards—here are five tactics to try. Plus, three tips to get company leadership to support the program. -
Say-on-Pay Failed Votes Double in 2021: 4 Things to Know
May 21, 2021
The number of companies with failing say-on-pay votes has doubled this year. Here are 4 things to know about this record-setting number of failed votes. -
ISS Updates Policy on Stock Ownership Guidelines
May 18, 2021
ISS will no longer give credit for stock ownership guidelines that count unearned performance awards or unexercised stock options (or any portion thereof) among executive ownership levels. -
Navigating Public Perception Around Rule 10b5-1 Plan Transactions
May 14, 2021
Your executive adopts a well-intentioned 10b5-1 plan to avoid potential accusations of insider trading. Yet, the public still views plan trades as ill-timed. See how 10b5-1 plans sometimes get a bad rep, along with ideas on how to improve public perception around plan trades. -
Financial Planning: Good for Employees and Employers
May 11, 2021
A recent survey from Fidelity finds that employees who include equity awards in their financial planning value the awards more than employees who don’t do this and feel more loyal to their employers. -
Should TikTok be Part of Your Stock Plan Education Strategy?
May 6, 2021
Social media platform TikTok is a favorite among Gen Z - what does this mean for your stock plan education strategy? -
Can Stock Options Discourage Opportunism?
May 4, 2021
A new study shows that stock options can improve a company’s performance by serving as a check on executives’ misuse of company resources.