10 Planning Tips for ESPP Participants

POSTED ON September 29, 2016 BY Bill Dillhoefer

The following FAQ with 10 ESPP planning tips is from the ESPP content courtesy of myStockOptions.com. FAQ: What are the 10 most important financial-planning rules for employee stock purchase plans? Before you participate in your company’s employee stock purchase plan (ESPP), understand the following essential points for financial planning with ESPPs. 1. Set goals. Understand […]

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More Employees Rank Company Stock as Their Top Benefit

POSTED ON September 27, 2016 BY Bill Dillhoefer

BOSTON — For many people, their most important workplace benefit is a 401(k) or health insurance, but for a growing number of employees, a company stock plan is their top benefit. According to research1 from Fidelity Investments®, 16 percent of employees say company stock is their most important benefit, up from 10 percent in 2014. […]

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Stock Option Program Photo by rawpixel / 123rf.com

Supercharging Employee Stock Option Programs

POSTED ON September 27, 2016 BY Bill Dillhoefer

IMAGE: rawpixel / 123rf.com Think there’s no point in explaining the time value of employee stock options to employees? Think again! A panel discussion from the NASPP National Conference presented academic research showing that communicating the time value inherent in options can significantly change how employees view their stock options grants. This presentation also offers strategies for […]

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Conducting Equity Compensation Seminars

POSTED ON September 26, 2016 BY Bill Dillhoefer

A good way of attracting new clients and assets under management is to conduct equity compensation seminars.  Employees that receive company stock and options are often eager to learn how to get the most out of these holdings.  Here’s a set of PowerPoint slides that explain the fundamentals of equity compensation and shows recipients what they […]

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