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Employee Stock Purchase Plans

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NASPP Essentials

Articles

Regulations & Statutes

Regulations & Statutes

Notice of Proposed Rulemaking: Hardship Distributions of Electiv...
More Details Nov 14,2018

Regulations & Statutes

Section 423: Employee Stock Purchase Plans
More Details Dec 22,2017

Regulations & Statutes

Form 3922
More Details Sep 01,2016

Regulations & Statutes

Treasury Regulation §1.423-2 – Employee stock purchase plan defined
More Details Dec 22,2009

Regulations & Statutes

Treasury Regulation §1.423-1 – Applicability of section 421(a)
More Details Nov 17,2009

Regulations & Statutes

Treasury Regulations §1.6039
More Details Nov 09,2009

Surveys & Studies

Sample Documents

Sample Document

FAQs for a New ESPP
More Details Aug 13,2018

Sample Document

Disqualifying Disposition Survey for ESPP
More Details Feb 05,2018

Sample Document

Purchase Checklist for ESPP
More Details Jan 31,2018

Sample Document

ESPP Approvals Checklist
More Details Jan 31,2018

Sample Document

Cost-Basis Reporting Examples for ESPPs
More Details Jan 25,2016

Sample Document

ISO/ESPP Flow Charts: Section 6039 Flow Charts
More Details Jan 25,2016

Sample Document

Sample Employee Presentation on ESPP, Stock Options, and Awards
More Details Jun 20,2012

Sample Document

ESPP Sample Q&A on Share Shortfall
More Details Mar 12,2012

Sample Document

Sample ESPP Make Whole Q&A
More Details Mar 12,2012

Sample Document

Sample Proposal: Share Deficiency Situation
More Details Mar 12,2012

Sample Document

Example 6039 FAQ for Employees
More Details Jan 17,2012

Sample Document

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

Sample Document

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

Sample Document

Sample 6039 Information Statements
More Details Dec 01,2010

Sample Document

Example Aggregate Forms 3921 and 3922
More Details Nov 01,2010

Sample Document

ESPP Communications Checklist
More Details Jan 01,2010

Sample Document

Sample $25,000 Limit Worksheet for Employees
More Details Oct 23,2009

Sample Document

ESPP enrollment/change form
More Details Oct 30,2008

Sample Document

ESPP Presentation for Participants
More Details Sep 25,2008

Sample Document

ESPP FAQ
More Details May 07,2008

Sample Document

Sample ESPP Withdrawal Form
More Details Jan 07,2008

Sample Document

ESPP Enrollment Form
More Details Jan 07,2008

Sample Document

ESPP Qualifying Disposition Survey Template
More Details Aug 14,2007

Sample Document

Stock Split FAQs
More Details Jun 07,2006

Recent Q&A Discussions

Question

Accounting for Auto-Enrollment in ESPP

Podcast

Jan 23,2020

#73 ESPP Innovation: Helping Employees Participate
Jan 23,2020

Jan 09,2019

#64: Sandra Sussman on SAP's Innovative ESPP
Jan 09,2019

Sep 30,2017

#53: The Big Four: ESPP Mistakes You Could Be Making (Without Even Knowing It)

Sep 30,2017

Webcasts

Oct 16,2014

Trends & Analysis from the 2014 Domestic Stock Plan Administration Survey

Find out the latest practices and trends in sto...

Oct 16,2014

Sep 27,2011

Trends and Analysis from the 2011 Stock Plan Administration Survey

Find out the latest practices and trends in sto...

Sep 27,2011

NASPP Blog

NASPP Blog

Market Volatility and Your ESPP

 Mar 24,2020Barbara Baksa

Last week I blogged about how a stock price decline could impact your burn rate (and, consequ...Read More

NASPP Blog

The Case for ESPPs and Upping Participation

 Feb 13,2020Jennifer Namazi

In a recent NASPP Equity Expert podcast episode “ESPP Innovation: Helping Employees Participate...Read More

NASPP Blog

Final Rules for 401(k) Hardship Withdrawals and ESPP Contributions

 Oct 29,2019Barbara Baksa

The IRS has issued Read More

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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.

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