Stock Plan Administration Buyer’s Guide

For plan sponsors, finding the right stock plan administration provider can be both easy and difficult.


PLANSPONSOR looks at the various stock plan administrator's available to sponsors. The profiles included in this guide highlight where providers deliver key tax/reporting/compliance services via "in-house" resources while others may offer similar services through a third party (or a choice or either option).


PLANSPONSOR contacted leading providers of stock plan administration services in March and received a total of seven responses by the survey deadline. The questionnaire explored each provider’s experience and capabilities in servicing both full and partially outsourced plans. A summary of responses is included on the facing page. All data presented are as of December 31, 2017. For additional information on survey results and/or to be included in a future version of the guide, please email surveys@strategic-i.com.