Data and Research | February 7th, 2022 Picking the Minds of Stock Plan Participants Most feel confident in their ability to access their stock plan account, but many would like more education about maximizing...
Products | February 24th, 2021 Tax Resources on Equity Compensation Updated myStockOptions.com says it wants employees to realize the full potential of their equity compensation.
Benefits | February 17th, 2021 Employers Begin to See Long-Term Value of Stock Options Equity compensation has not traditionally been used for retirement savings, but there are ways to incorporate it into employees’ long-term...
Products | December 9th, 2020 myStockOptions Provides Year-End Financial Planning Guidance Political results and the Tax Cuts and Jobs Act could affect year-end planning decisions for those holding stock.
Benefits | October 23rd, 2020 The Growing Importance of Equity Compensation Younger workers appear to be much more comfortable than their older peers when it comes to negotiating for access to...
Data and Research | July 9th, 2020 Do Employees Understand the Value of Their Equity Compensation? With many employees using equity compensation for long-term savings goals and wealth accumulation, providing education and advice is important.
Products | February 19th, 2020 Vanguard Offers Equity Comp Services Integrated With DC Plan Portal The solution provides participants with a one-stop platform designed to simplify administration, streamline transactions and inform financial decisions.
Products | September 19th, 2019 Firms Announce Changes to Equity Compensation, ESPP Platforms UBS enhanced its equity compensation plan services and digital platform, and Carver Edison’s Cashless Participation technology is now available to...
Benefits | February 14th, 2019 Equity Compensation Increasingly Used for Financial Wellness and Retirement Company stock plan participants surveyed by Fidelity Investments reported they have used or will use proceeds for things such as...
Products | November 19th, 2018 UBS Offers Financial Wellness Content to Equity Compensation Participants UBS says beginning with this launch, it intends to deliver a comprehensive set of workplace wellness services and tools to...
Products | September 24th, 2018 E*TRADE Launches Planning Center for Equity Compensation Plan Participants According to E*TRADE, the tool aims to help participants understand how proper utilization of proceeds can meet financial goals, among...
Compliance | July 19th, 2018 SEC Seeks Employer Input on Equity Compensation Arrangements The SEC recognizes that, "the American economy is rapidly evolving, including through the development of both new compensatory instruments and...
Products | July 9th, 2018 Employees Often Overlook Value of Equity Compensation Discussing the launch of a new UBS equity compensation support program, Michael Barry spoke about the importance of linking equity...
Compliance | May 7th, 2018 The Tax Cuts and Jobs Act and NQDC Changes to the treatment of executive compensation and NQDC plans may look unfavorable, but sources say they remain a valuable...
Products | March 8th, 2018 Fidelity Launches Equity Compensation Planner The planner is designed to help employees better understand their stock awards and more easily integrate these stock awards into...
Benefits | February 15th, 2018 Equity Compensation Recipients Seek Financial Wellness Help Three-quarters of respondents to a Schwab Stock Plan Services survey consider equity compensation part of their long-term financial plan, and...
Opinions | September 12th, 2017 Integrating Financial Wellness Into Equity Compensation Plans Within the context of equity compensation, financial wellness programs can go a long way to help employees work toward their...