The firm is being challenged in a New Jersey district court for alleged imprudence in the management of its employee stock ownership plan.
Tag: Stock Options/ESPP
The high court will not offer another review to the long-running case, letting stand a lower court ruling that effectively rejected plaintiffs' arguments that fiduciary breaches had occurred.
Fidelity research also shows that employees in an ESPP are three times more likely to sell ESPP shares for emergency cash rather than take a loan from their 401(k).
Clients of Global Shares' new equity compensation management platform will now be able to work with Fidelity to provide participant servicing and brokerage solutions.
Latest research from Fidelity Investments reports a rising amount of employees are citing company stock as their favorite benefit.
Sixty-one percent of employees who receive equity compensation advice feel highly confident about retirement.
The financial services firm said it launched this initiative to help investors gain a better understanding of equity compensation and their benefits.
Equity compensation plan participants will now have access to wealth management and brokerage services.
An appellate court agreed with a lower court that the plan’s purpose was not to provide deferred compensation or retirement income.
Whether it is to fill in the retirement savings gap or part of an overall financial strategy, equity compensation plans are attractive to employees.
A different breed from stock in a retirement plan, ESPPs can encourage engagement and boost employees’ sense of financial well-being.
The offering is focused on employee support and brokerage services.
In tandem with a recordkeeping system change, Morgan Stanley released its Knowledge Center for equity compensation plan participants.
Are equity compensation plans the answer for comprehensive financial wellness?
Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.
October 6, 2014 (PLANSPONSOR.com) – Fewer employees who receive equity compensation are placing a high value on those awards, in part due to the long-term view of their companies.
July 2, 2014 (PLANSPONSOR.com) – Employee stock purchase plans (ESPPs) are increasing in importance when it comes to employee retention and recruiting, says a new study from Fidelity Investments.
May 1, 2014 (PLANSPONSOR.com) – UBS Wealth Management Americas launched an online portal that provides education about equity awards and access to financial planning advice for equity compensation plan participants.
April 21, 2014 (PLANSPONSOR.com) – The economy’s influence on the adjustments being made to executive reward programs is decreasing this year.
December 9, 2013 (PLANSPONSOR.com) – The amount of equity compensation employees have and how they value it corresponds to their state of retirement readiness.