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Morgan Stanley Smith Barney provides an automated outsourcing solution for corporate-sponsored Restricted Stock Plans, including Restricted Stock shares, Restricted Stock units, Performance Share awards, Performance Share units and Phantom Stock Awards.
Plan Features Include:
- Administration
- Online award acceptance
- Participant tax payment elections
- Pre-release dividend and dividend equivalent processing
- Release processing
- Real-time trade execution
- Internet Services using Morgan Stanley Smith Barney Benefit Access
- Interactive Voice Response System
- Customer Service Center
- Flexible support for international participants
- FAS 123 (R) Services
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| Advantages to Corporate Clients
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Access to participant information through Corporate Benefit Access
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Comprehensive menu of plan-related reports
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| Advantages to Participants
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Online access to personal plan information, including award tracking
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Electronic certification of W-8BEN/W-9
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Dividend reinvestment (when allowed by plan)
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