Five Trends in Restricted Stock/Units

POSTED ON May 4, 2017 BY Bill Dillhoefer

Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals (NASPP) identifies five trends in the usage of restricted stock and units, from the 2016 Domestic Stock Plan Design Survey, co-sponsored by the NASPP and Deloitte Consulting. Trend #1: Use of time-based stock grants and awards is still on the rise. The percentage […]


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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Equity Compensation Advisor News: July/August 2016

POSTED ON July 22, 2016 BY Bill Dillhoefer

IMAGE: LinkedIn Sales Navigator / Unsplash Here’s the latest news, tips and information for financial advisors that help clients with the diversification of their company stock and options. Helping Clients Get More From Their Equity Compensation: Companies grant more than $110 billion in equity awards every year, and many have concerns about how much employees value […]


Companies Trending Away from Time Based Awards

POSTED ON March 25, 2016 BY Bill Dillhoefer

In a recent Equilar blog titled “Companies Just Say No to “Pay for Pulse,” the author cites a recent study of Equilar 100 companies that found 70% of the executive pay mix is now performance based.  In another report (Equilar’s 2015 Equity Trends Report), “nearly 70% of S&P 1500 companies used performance awards in 2014, […]


10 Companies with Generous Stock and Option Programs

POSTED ON March 15, 2016 BY Bill Dillhoefer

By Michal Addady from Fortune Company stock and option programs (Equity Compensation) can serve as additional ways to pay workers beyond wages or salaries. These programs supplement base pay to provide competitive compensation, can act as a recognition tool to award employees for good work, and they help ensure that employees’ interests are aligned with […]


Professors Recognized for Research on Perceived Value of Employee Stock Options

POSTED ON March 9, 2016 BY Bill Dillhoefer

AICPA, CIMA Recognize 3 Professors for Management Accounting Research on Valuing Employee Stock Options Greatest Potential Impact on Management Accounting Award given at AAA Management Accounting Section’s mid-year Meeting. Dallas (Jan. 11, 2016) — The  American Institute of CPAs (AICPA) and the  Chartered Institute of Management Accountants  (CIMA) have recognized three professors for research into the impact of […]

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Dividing Stock Compensation in Divorce

POSTED ON February 12, 2016 BY Bill Dillhoefer

IMAGE: Kelly Sikkema / Unsplash By Jennifer Namazi, Editorial Director, NASPP Divorce is almost never pretty, and sometimes the more there is at stake, the more complicated the process becomes. In today’s blog I’ll explore how a couple of states are taking a more definitive stance on how stock compensation is handled in divorce proceedings. […]


Startup Employees: Here is the proper way to value your stock options

POSTED ON January 4, 2016 BY Bill Dillhoefer

By Matt Rosoff from Business Insider What happened at Good Technology is an excellent reminder for employees working at any venture-funded private company on how to treat those stock options you’re getting. For most employees, for the sake of your own financial planning and salary negotiations, those options should be treated as if they are […]


Advisors’ Top Priority? Growth Trumps Tech!

POSTED ON December 30, 2015 BY Bill Dillhoefer

A recent Scottrade advisor survey finds that regardless of size, RIAs would invest first in growing their firms, followed by tech.   Those were the key findings of the 2015 Scottrade Advisor Services Study, which in August surveyed 373 RIAs online with at least $10 million in assets under management, asking where they would […]


Fidelity Seeing Record Growth in Stock Plan Business

POSTED ON October 15, 2015 BY Bill Dillhoefer

BenefitsPro: Fidelity Investments has posted record sales in its stock plan administrative services unit. Since July 1, 2014, the Boston-based investment company has inked 53 new client agreements representing more than 140,000 plan participants. The Fidelity platform provides the recordkeeping and trade execution for restricted stock plans, performance plans, stock options, and employee stock purchase plans. […]