Advisers Can Shine While Supporting Stock Plan Investors
Stock plans are seen as a valuable benefit that demonstrates employers’ commitment to employees, according to a new survey, but participants want more guidance and advice.
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The Pandemic and Equity Compensation
COVID-19 has completely upended Americans’ financial lives, so it should be no surprise that many people have resorted to exercising stock options and other forms of equity compensation to address pressing needs.
Vanguard DC Plan Clients Can Add Equity Comp Services
Plan sponsors who elect to add equity compensation services will have real-time financial analysis, modeling tools and support of multiple languages and currencies integrated within Vanguard’s existing participant web portal.
UBS Initiates Rollout of Financial Wellness Offering
UBS Equity Plan Advisory Services released financial wellness digital content offering to equity compensation plan participants, which the firm says is a step towards a broader workplace financial wellness rollout to its corporate clients.
myStockOptions.com Updates Website With Education on Tax Reform
myStockOptions.com has updated its website with information on the 2018 Tax Cuts & Jobs Act.
With SEC’s Reporting Rule Change, Will Equity Compensation Increase?
The leader of Sullivan & Worcester's Capital Markets Group analyzes the SEC’s recent move to double the limit of equity compensation that can be awarded by private companies in any 12-month period without requiring detailed disclosures; he also urges stakeholders to respond to the SEC's open call for comment about equity compensation under Rule 701.
SEC Eyes Equity Compensation Changes for ‘Gig Workers’
The SEC solicited public comment on potential changes to the regulator’s treatment of equity compensation, tied to the emergence of the “gig economy.”
In Focus at UBS: Equity Compensation Technology and the Participant Experience
Besides discussing the rollout of UBS One Source, Michael Barry offers some broader ideas about the role of equity compensation and the importance of communicating the value of equity awards to employees.
NQDC Plans Still Valuable After Tax Reform Changes
“Non-qualified deferred compensation plans will always be tax advantageous and a useful benefit,” Bruce J. McNeil, partner with The Wagner Law Group, told Plan Sponsor Council of America (PSCA) 71st Annual National Conference attendees.
Internal UBS Memo Details New Equity Plan Advisory Services Push
An internal memo circulating this week at UBS announces a series of senior hires and details the launch of an expanded digital platform supporting advisers’ delivery of equity compensation plan services.
Equity Compensation Plan Participants Want Advice
Among those who have never exercised or sold their equity compensation or ESPP, 34% admit to being worried about selling under the wrong market conditions and 34% say they are afraid of potential tax implications of making a wrong decision.