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Simplified 423b management for your US employees
As the leading global provider of employee share plans, Computershare has the expertise and experience to deliver your US 423b qualified employee stock purchase plans (US 423b ESPPs) aligning your employees to the success of your business.
Why partner with Computershare for your US 423b ESPP?
Computershare brings global and local expertise using our intuitive technology; EquatePlus and EquateMobile provide a clear and informative web and mobile experience for you and your participants. Our US 423b ESPP offers:
Simple enrolment.
Employees have easy access to plan rules, an overview of enrolment windows, and user-friendly forms to manage their participation.
Clear tax treatment.
Employees can see their positions as either qualified or disqualified for favourable tax treatment, in plan details and in the order entry.
Multiple currency support.
The offering is available for plans with securities in USD or non-USD.
Limit tracking.
Limit tracking. EquatePlus accommodates both yearly and cumulative $25k limit tracking.
Lookback provision.
EquatePlus supports lookback provisions, applying the lower of fair market value (FMV) at the beginning of the offer period and the purchase day FMV.
Purchase reporting.
Purchase report providing pre- and post-allocation information relevant to US 423b ESPP.
Tax reporting.
Reports providing participants’ tax benefit information in relation to US 423b ESPP, summarised and per transaction.
Want to learn more about consolidating your plans with Computershare?
Contact your Computershare representative today.
Consolidating your plans with Computershare
We partner with you to support your compliance efforts, protect your assets, and make it easy to manage all your plans globally. Through our one-provider global model, we deliver confident and compliant solutions wherever you and your employees are. Enjoy simpler data migration, streamlined reporting, easier insider reporting and tracking, efficient dividend processes, and a customer service model that delivers consistency across every region.
Staying on top of the plan requirements
As a company offering a US 423b ESPP, you are required to track and report qualifying and disqualifying dispositions of ESPP shares for current and former employees. Simply put, if the shares are held long enough to qualify for favourable tax treatment, you must report the compensation income recognised at the time of the sale on Form W-2 for both current and former employees.
Simplicity and compliance through EquatePlus
Simplify the management of your US 423b ESPP by managing everything through EquatePlus. With a global platform from a single provider, you’ll never miss a thing, keeping you and your employees on the right track and compliant every step of the way.
Enhanced participant experience
Employees can access all their share plan information, manage their holdings, and transact in real-time through EquatePlus and EquateMobile, with a single login.
Key features participants can benefit from include:
Intuitive interface.
EquatePlus offers a user-friendly interface for participants.
Real-time transaction processing.
EquatePlus supports compliance with tax regulations and provides tools for tax withholding and reporting making yearly financial obligations simple for participants.
Mobile app.
EquateMobile allows participants to access their share plan information and manage their holdings on the go via phone or tablet.
Call centre support.
Available across the globe, in local languages, participants can access live support through dedicated employee share plan call centres.
Global availability.
EquatePlus offers multi-language options and is fully integrated with banking and brokerage networks globally, meaning wherever your employees are, EquatePlus and EquateMobile works for them.
Want to learn more?
Download our US 423b ESPP factsheet for key details.