Resources - Simple List
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Equity Administration Survey: Participant ProfileNovember 09, 2022
This NASPP Equity Administration Survey section reports aggregate data on the survey’s respondents, including company size and location, and employee locations. Conducted in 2022. -
NASPP Advisor Fall 2021 Full Issue
December 21, 2021
This is a full download of the Fall 2021 issue of the NASPP Advisor Newsletter. -
Data Snapshot: Retirement ProvisionsDecember 14, 2021
A look at the equity benefits companies confer upon retirees and how companies determine which employees are eligible for retirement benefits. -
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Chapter Excellence Awards 2021December 14, 2021
A list of NASPP chapters that were recognized for excellence in 2021. Chapter Excellence Awards recognize chapters that we feel go above and beyond by holding exemplary meetings, creating an outstanding local network for NASPP members, and building a strong infrastructure to support the chapter. Chapters are evaluated based on the number and quality of meetings they hold, their governance procedures, and their engagement with the NASPP. -
Administrators Corner: Handling Stock Plan AnomaliesDecember 14, 2021
Learn to create a framework that helps you address errors and other anomalies in stock plan data. -
Top Ten List: Quick Controls for Financial ReportsDecember 14, 2021
Ten controls stock plan administrators can implement around financial reporting to reduce errors and problems. -
Five Trends in the Usage of Equity AwardsDecember 16, 2021
This article, published in the Fall 2021 issue of The NASPP Advisor newsletter, explores trends from the 2021 Equity Incentives Design Survey, cosponsored by the NASPP and Deloitte Consulting. -
A Word From the DirectorDecember 14, 2021
Introductory article with thoughts and insights on this Advisor issue's contents from NASPP Executive Director Barbara Baksa. To view this article, join or login. -
Across Our Desk: Fall 2021December 14, 2021
Stock plan materials or resources we have come across in the past few months. -
Summary of RSUs for Management
December 08, 2021
Sample infographic summarizing an quarterly RSU vesting events and plan status for presentation to management. -
Intuitive Surgical Sample Plan Administration Scorecard
December 08, 2021
A sample scorecard used by Intuitive Surgical's stock plan administration team to report stock plan activity to management -
Administrators Corner: Streamlining Administration of Your ESPP
February 17, 2021
An employee stock purchase plan has many moving parts, which can add up to many administrative tasks. Education, enrollment, contribution changes, employee status updates, country-specific requirements, purchase processing, and share delivery are just some of the pieces that form the administrative puzzle for an ESPP. Whether you are a new or seasoned stock plan administrator, you may wonder how to administer your ESPP in a way that both meets compliance needs and minimizes headaches. If this is the case, keep reading as we identify ways to streamline your ESPP processes. -
U.S. Taxation of Stock Compensation: Income Reporting
October 12, 2021
Where participants recognize compensation income in connection with stock compensation, the company has a reporting obligation with respect to this income and is also sometimes required to withhold taxes on the income. This article summarizes the U.S. income reporting requirements for stock compensation. -
A Word from the Director: Summer 2021
August 18, 2021
Introductory article with thoughts and insights on this Advisor issue's contents from NASPP Executive Director Barbara Baksa. To view this article, join or login. -
Attention All Employees: How T-Mobile Engages 75,000 Stock Plan Participants
August 18, 2021
How do you get 75,000 employees to understand stock plans? These days it can be challenging to get anyone to read or view anything, yet some organizations are succeeding in capturing employee attention. Wireless phone provider T-Mobile is one of them. What’s behind T-Mobile’s winning strategy? Aftab Ibrahim, Senior Director of Stock Compensation and Executive Programs for T-Mobile, shares a behind-the-scenes glimpse of the company’s education and communication approach to engage its 75,000 employees, all of whom are stock plan participants. -
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Sample Confirmation of Enrollment
August 13, 2021
This is a sample email that can be sent to employees to confirm their enrollment in your ESPP. It is designed to be sent at the start of each offering to both new enrollees and carryover participants from prior offerings. -
ESPP Disposition Survey
August 10, 2021
Template that can be used to survey ESPP participants about dispositions of shares acquired under the plan. Can be used for both qualifying and disqualifying dispositions.