Company stock plan participants surveyed by Fidelity Investments reported they have used or will use proceeds for things such as reinvesting in retirement accounts or paying bills and debt.
Tag: equity compensation plans
UBS says beginning with this launch, it intends to deliver a comprehensive set of workplace wellness services and tools to the firm's existing corporate client base of over 10,000 clients.
According to E*TRADE, the tool aims to help participants understand how proper utilization of proceeds can meet financial goals, among other things.
The SEC recognizes that, "the American economy is rapidly evolving, including through the development of both new compensatory instruments and novel worker relationships, often referred to as the ‘gig economy.’”
Discussing the launch of a new UBS equity compensation support program, Michael Barry spoke about the importance of linking equity compensation awards to employees’ broader financial picture.
Changes to the treatment of executive compensation and NQDC plans may look unfavorable, but sources say they remain a valuable benefit for employees.
The planner is designed to help employees better understand their stock awards and more easily integrate these stock awards into their overall financial plans.
Three-quarters of respondents to a Schwab Stock Plan Services survey consider equity compensation part of their long-term financial plan, and most say their equity compensation helps them feel less stressed about their finances and more prepared for retirement.
Within the context of equity compensation, financial wellness programs can go a long way to help employees work toward their long-term financial goals.