Getting started
Should you have an ESPP?
Short answer, we think so! Read our article for nine reasons why you should have an ESPP.
What type of ESPP should you have?
Check out our article on top ESPP design considerations to learn more.
Learn more
All Things ESPP Webinar Series
Find out moreEach month we hold a webinar on an ESPP-related topic, from plan design to communicatinos to implementation, expensing, reporting and more. Webinars are run by our own experts as well as leading authorities from the plans industry.
China Share Plan Solutions
Learn MoreEstablishing an equity compensation plan in China can be time-consuming, and without the correct compliance can lead to potentially serious implications as local regulations can be complex and difficult to navigate. Our dedicated team has over 15 years' experience with over 125 employees located in: Beijing, Shanghai, and Hong Kong.
ESPP adminstration
Service highlights
Everything we do is with you and your company's plan participants in mind. We tailor our solutions to fit your unique needs. Some of our standard services include:
Maintain all ESPP data on our secure, proprietary recordkeeping system
Provide enrollment and contribution management for your participants
Manage plan enrollments
Facilitate share purchases by either original issue of shares or by authorized open market purchases
Accommodate full and fractional shares purchases
Monitor participation against $25,000 limit thresholds for qualified plans
Track share dispositions for qualified plans and provide reporting
Track ordinary income and report to the plan sponsor
Prepare and file Form 3922 in accordance with Section 6039 as needed
Participant service highlights
Single sign-on access
Participants can access accounts conveniently right from your company’s intranet through our single-sign-on capabilities.
Account access from any device
Our participant site is built with responsive design, so your participants will have access to the full functionality of the site from any mobile device.
Multi-lingual support
Optional service allows participants to manage accounts in multiple languages through multi-lingual web and language line services
Payments in multiple currencies
Choose to receive sales proceeds by check or wire in one of 70+ currencies. Direct deposit is also available for payments in U.S. dollars.
Live support for that personal touch
Live participant service representatives are available from 3 a.m. to 9 p.m. Eastern, any day the New York Stock Exchange is open.
SMS Text Alerts
Participants can receive alerts on their mobile phones when certain events occur on their accounts.
Participants manage their accounts through Employee Online
Your company's employees have full access to their ESPP accounts through Computershare's Employee Online web site. Highlights of what employees can do include:
Enroll in the plan and elect payroll deductions
Execute market order stock sales
Input domestic or international banking details for disbursement
Set up reverse ACH or wire instructions for transmission of transaction-related funds
Access comprehensive purchase and transaction history
View detailed share balance displays
Read, download, and print online tax forms, plan statement and plan documents
Execute certificate, electronic transfer and broker transfer requests
Review shares and dividend information
Certify W-8 BEN or W-9 electronically
Select customizable e-communication preferences
Learn through complimentary financial education articles and tools
Make Your ESPP a Success with a Well-Executed Education Campaign
From emails, to videos to posters to live presentations, let us help you build a campaign that educates your employees on the value of your ESPP.
Get your ESPP up and running
Whether you're ready to launch a new plan or thinking of moving your current plan to a new provider, we are ready to help. Contact us today to learn more. NOTE: If you are attempting to access your ESPP account or enroll in your company's ESPP, click here