Introduction
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).
Methodology
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.
