Equity Plan Solutions - Stock Plan Services
Equity Plan Solutions provides comprehensive stock plan management services for both Public and Private companies.
Public & Private Stock Plan Management
The EPS Difference
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More than just admin and transaction processing
We assist with more than just day-to-day administration: financial reporting, special projects, best practices, etc.
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Depth of stock plan experience
Each member of the management team has 25+ years of experience in stock plans. Our public admin team has an average of 17+ years of stock plan experience, our project team has an average of 24+ years of stock plan experience.
Team approach
With some providers the quality of service depends entirely on the person providing support. EPS works as a team to ensure that client support is unparalleled
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Backups for our backups
With EPS, clients are assigned a primary contact and a backup for vacations and illness. In addition, the leaders of the admin and other teams can step in as needed.
Comprehensive onboarding and process documentation
As a mandatory component of client onboarding, we work with clients to define and document their ongoing stock plan processes.
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Database review
During your outsourcing implementation, the team performs a detailed review of your database, looking for common issues and opportunities for process improvement.
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Proactive partnership
We take a proactive approach rather than a reactive one. We focus on building relationships and long-term planning
Hourly support
We bill hourly, rather than an annual fixed fee, which saves you money. Sometimes you need more support, and sometimes you need less. Pay only for the services you need.
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No long-term contract commitment
Some providers insist that clients sign a 2- or 3-year contract, but EPS earns client retention through excellent service.
Dedicated Equity Plan Project Consulting
Equity Plan Solutions supports its Equity Management clients with best-in-class project support! The team is available exclusively to our administration clients!
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Accounting and financial reporting expertise
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Calculate fair value assumptions, including peer volatility and expected term
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Auditor support for report questions/system calculations
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Accounting for ESPPs, including 2-year (“Cadillac”) plans with rollovers
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Modification accounting: calculations of expense + import back into system
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Disclosure assistance, including Diluted Earnings per Share and Tax Accounting
6039 & PvP services available
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EPS mails participant statements and files forms 3921 and 3922 with the IRS at the end of every year
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EPS can assist with revaluing your NEO’s options and awards for the new Pay vs. Performance disclosure requirements
Just a few of the project types for which EPS has provided expertise and assistance:
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Mergers, including purchase accounting
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Splits/reverse splits
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Repricings/option exchanges
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Rolling out new instruments (RSUs, PSUs, ESPPs)
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Deferred Tax Asset (DTA) balances, Auditor support (includes report recalculations)
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System integrations
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Customized participant training
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Customized system and/or reporting training for in-house personnel
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Vendor Selection
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System Implementations