September 24th, 2018
According to E*TRADE, the tool aims to help participants understand how proper utilization of proceeds can meet financial goals, among other things.
March 14th, 2017
The firm is being challenged in a New Jersey district court for alleged imprudence in the management of its employee stock ownership plan.
February 23rd, 2017
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.
December 12th, 2016
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).
October 25th, 2016
Clients of Global Shares' new equity compensation management platform will now be able to work with Fidelity to provide participant servicing and brokerage solutions.
Data and Research
September 14th, 2016
Latest research from Fidelity Investments reports a rising amount of employees are citing company stock as their favorite benefit.
September 9th, 2016
Sixty-one percent of employees who receive equity compensation advice feel highly confident about retirement.
August 31st, 2016
The financial services firm said it launched this initiative to help investors gain a better understanding of equity compensation and their benefits.
July 27th, 2016
Equity compensation plan participants will now have access to wealth management and brokerage services.
June 30th, 2016
An appellate court agreed with a lower court that the plan’s purpose was not to provide deferred compensation or retirement income.
June 9th, 2016
Whether it is to fill in the retirement savings gap or part of an overall financial strategy, equity compensation plans are attractive to employees.
March 17th, 2016
A different breed from stock in a retirement plan, ESPPs can encourage engagement and boost employees’ sense of financial well-being.
October 27th, 2015
The offering is focused on employee support and brokerage services.
September 2nd, 2015
In tandem with a recordkeeping system change, Morgan Stanley released its Knowledge Center for equity compensation plan participants.
June 12th, 2015
Are equity compensation plans the answer for comprehensive financial wellness?
March 4th, 2015
Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.
October 6th, 2014
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 2nd, 2014
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 1st, 2014
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 21st, 2014
April 21, 2014 (PLANSPONSOR.com) – The economy’s influence on the adjustments being made to executive reward programs is decreasing this year.