Got Stock? Employers Take Note – Future Employees Want Their Share

New research from Fidelity shows that over 80 percent of employees say that a company stock plan influences their decision to change employers BOSTON, July 2, 2014 – An increasing number of workers are considering the availability of a company stock plan when evaluating a new job opportunity, according to new research1 conducted by Fidelity Investments. When asked about the importance of company stock plans as part of their compensation and benefits package, 86 percent of respondents under the age...

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Company Stock Plans Can Lead to Significant Wealth Accumulation

A recent survey of 2,116 employees who participate in company stock plans outside of their 401(k) found that 40% consider those plans a “must-have” benefit. More than half (57%) say that these plans contribute to their loyalty to their employer, and half (54%) say the plans provide an incentive to work harder and be rewarded for the company’s performance.  Company stock plans include purchasing company stock at a discount and grants of employee stock options and/or company stock. “In today’s environment, employees realize that company stock plans...

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The Importance of Diversifying Your Company Stock

Laura Tanner, CFP with SAS Advisors, LLC in San Francisco is a former research scientist with a PhD in Neurobiology.  In an article published on myStockOptions.com she tells how she learned the hard way regarding not diversifying her concentrated stock and option position with a previous employer. The moral for the story is that individuals receiving company stock and options need an easy way to calculate their level of concentration and to evaluate the risk / reward tradeoff of their...

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