Five improvements you’ll notice when you outsource your stock plan administration

Ensuring data accuracy can be overwhelming; but it’s critical to your success and overall compliance. Eliminate manual processes and unnecessary paperwork by outsourcing your stock plan administration to an experienced provider with automated tools to immediately improve accuracy.

Don’t put your reputation at risk. Outsource your stock plan administration to ensure controls are in place to mitigate risk. Working with a partner who is governed by a robust regulatory regime means you will be compliant every step of the way, and better yet you won’t have to worry about it at all.

Managing plans through spreadsheets or some other antiquated methods provides participants no insights into how their plans are performing. Transactions are time-consuming and inefficient. Outsourcing to the right partner gives your participants access to online account management tools and a wide range of education and communication resources.

Your equity plan is an important employee benefit, but does the day-to-day administration really belong in-house? Partner with an experienced stock plan administrator to get time back in your day to focus on your people priorities.

Your equity plans can be a great tool to attract and retain talent, but only if they are competitive in the marketplace. What are other companies offering, especially your competitors? The right outsource partner helps you with a regular review of your plans, and delivers the latest trends in the types of plans employees and executives want.