10 Planning Tips for ESPP Participants

The following FAQ with 10 ESPP planning tips is from the ESPP content courtesy of myStockOptions.com. FAQ: What are the 10 most important financial-planning rules for employee stock purchase plans? Before you participate in your company's employee stock purchase plan (ESPP), understand the following essential points for financial planning with ESPPs. 1. Set goals. Understand the value of your ESPP participation and how it fits into your life. What exactly do you want to do with the proceeds from the...

More

More Employees Rank Company Stock as Their Top Benefit

BOSTON — For many people, their most important workplace benefit is a 401(k) or health insurance, but for a growing number of employees, a company stock plan is their top benefit. According to research1 from Fidelity Investments®, 16 percent of employees say company stock is their most important benefit, up from 10 percent in 2014. For employers, company stock plans can help attract and retain top talent. Almost two-thirds of employees (63 percent) said that participating in their company stock...

More

Supercharging Employee Stock Option Programs

IMAGE: rawpixel / 123rf.com Think there's no point in explaining the time value of employee stock options to employees? Think again! A panel discussion from the NASPP National Conference presented academic research showing that communicating the time value inherent in options can significantly change how employees view their stock options grants. This presentation also offers strategies for explaining time value and provides a company case study that dispels the myth that time value information is too much trouble to provide and too...

More

Conducting Equity Compensation Seminars

A good way of attracting new clients and assets under management is to conduct equity compensation seminars.  Employees that receive company stock and options are often eager to learn how to get the most out of these holdings.  Here's a set of PowerPoint slides that explain the fundamentals of equity compensation and shows recipients what they need to know to make informed and profitable diversification decisions. Equity Compensation Seminar Slides This turn-key seminar positions the presenter as a subject matter expert...

More