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TO INSOURCE OR OUTSOURCE?
Four Steps to Gauge Your Equity Plan Needs
Published on: November 28, 2011 | Solium
KnowledgeWorks
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Print friendly PDF Administering employee equity plans can be a tricky business. Keeping up with complex and everchanging compliance requirements while managing efficient processes with limited resources can be an overwhelming responsibility for anyone. And determining the resources you need to administer your employee equity plan can be confusing as well, given the wealth of options that exist. Deciding how much of your stock plan administration to outsource is a major undertaking. Some
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NASPP at 19: The Evolution of the Stock Plan Administration Industry Granting Equity Globally: What Your Internal Teams Need to Know, Part 1 - Human
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Deciding how much of your stock plan administration to outsource is a major undertaking. Some companies like their staff to manage everything in- house using recordkeeping software and a broker partner. Others prefer to fully outsource the administrative tasks to a third party who provides the recordkeeping system, handles the trading and offers knowledgeable stock plan experts to manage the program. The most suitable method for you depends on a number of factors there's no right or wrong answer. This white paper will guide you through a few points to consider when making this assessment.
Resources Drive Company Performance with Broadbased Equity Compensation Ten Questions to Test the Effectiveness of Your Employee Communication Plan Performance Anxiety? Have No Fear Keeping a List and Checking it Twice: Planning for Year- End Tax Reporting Determining a Stock Plans Administrative Solution Ten Stock Plan Administration Pitfalls and How to Avoid Them The Top Ten Best Practices in Employee Equity Plan Management Equity Compensation in an Era of Scarcity Understanding the Past and Preparing for the Future Restricted Stock/Restricted Stock Units How they're Different and what their Increasing Popularity Means for your Incentive Plan
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core recordkeeping platform, but connected interfaces (e.g., participant web portal) that could save a great deal of your time. Will the system grow with your company? As your company matures and the characteristics of your employee base change, your equity plan will evolve. The system should be adequately flexible and robust to support evolution. Ideally, you should be able to move from in- house administration to outsourcing on the same system. Your answers to these questions may help you narrow down the wealth of software choices. Some systems are available as part of a software- only, in- house administration solution while others are only offered in an outsourcing relationship with that particular provider. Once you know how you want to manage your technology platform, you are one step closer to finding the right administration structure for your company. Bot t om line Understand what you need a recordkeeping system to do and how you want to interact with it.
Shareworks Premier offers you the complete peace of mind that comes with full- service stock plan administration.
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Indust ry Event s
19th Annual NASPP Conference Synergy 2012: Solium's Annual User Conference
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The IFRS wheels turn slowly toward adoption in U.S. Stock option tax breaks come under scrutiny CSA changes to executive compensation disclosure - Canada Subscribe to KnowledgeWorks
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turnover. Bot t om line Your capacity to handle a software- only model depends on the number of people you have staffed to the administration of your plan and their level of expertise.
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FINAL THOUGHTS
Deciding how much of your equity plan administration to outsource will likely provoke valuable discussions about your organiz ation's culture and values as well as our equity plan's strategic objectives. The only right solution is the one that's right for your unique needs. No matter where your needle sits on the gauge, Solium Capital offers a solution for you. We have a range of products and services to help you achieve your goals, from software- only, broker- agnostic solutions to full- service arrangements that include brokerage services and participant interfaces.
ABOUT SOLIUM
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Solium is a leading global provider of web- based stock plan administration technology and services. Shareworks , our industry- leading software, provides unrivaled, comprehensive regulatory and financial reporting capabilities, helping companies automate and manage their stock option and purchase plans. Since our inception in 1999, we have been known as industry pioneers, always striving to change the status quo and challenge conventional methods. We take great pride in being leaders of change and delivering the most innovative stock plan administration experience possible for finance and HR professionals, plan administrators and participants. Solium has offices in Canada and the United States.
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