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Stock Plan Administration

The nuts and bolts of the practical aspects of administering a stock plan. 

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Overview of Stock Plan Administration

Once a stock plan is designed and implemented, focus turns to the ongoing administration of the plan. There are many facets of equity plan management, including:

  • Adopting a framework of policies and guidelines
  • Day to day transaction processing
  • Tax withholding and reporting
  • Vesting events for restricted stock
  • Employee education and communication
  • Audits, financial and proxy reporting
  • Managing insiders
  • Partnering with service providers to facilitate recordkeeping and transaction

Browse our resources designed to help create and maintain best practices in administering your company's stock plan.

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