How performance shares are treated after a death

POSTED ON September 29, 2015 BY Bill Dillhoefer

By Charles Steege, SFG Wealth Planning Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife, Denise, 48, needs help to understand how her late husband’s performance share units (PSUs) will be handled. While Christopher was working, Denise took […]

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ESPPs and 401(k)

POSTED ON September 29, 2015 BY Bill Dillhoefer

By Barbara Baksa, Executive Director NASPP I often encounter confusion over the difference between 401(k) plans and ESPPs, as well as the misperception that these two plans don’t mix: employees should participate in one but not both. The truth is that participating in both plans can be great for employees. Moreover, recent research from Fidelity […]

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Equity Compensation Advisor News: Sept 2015

POSTED ON September 8, 2015 BY Bill Dillhoefer

IMAGE: rawpixel.com / Unsplash Here’s the latest news, tips and information for financial advisors that assist clients who receive company stock and options. How the Recent Stock Market Correction Effects Stock Option Values: Although this article was written a year and a half ago, it still holds true.  Despite recent “corrections” most employee stock options granted in […]

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