Tag: equity compensation

PAJF22-Equity-Compensation_Claudi-Kessels-web

A Share of the Wealth

Each employee gains with an ESOP or a KSOP—how to transform a client’s plan.

Talking Points

Half of younger employees place minimal value on it.

Equity Compensation Plan Participants Could Be Holding Too Much Company Stock

To make sure employees’ investment are diversified, Marc McDonough, with Schwab Workplace Financial Solutions, suggests employees should be offered a financial wellness program to help them understand a range of financial issues, including how much of their net worth is tied to equity compensation and how to properly balance their overall portfolio.