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A stock purchase plan is a relatively low-cost benefit program that aligns the interest of management and employees with the goals of their shareholders by providing employees with the opportunity to purchase company stock through regular payroll deductions.
Benefits for Your Corporation
- Tracking and reporting on the $25,000 limit for Qualified Stock Purchase Plans
- Disqualifying disposition tracking
- Automated enrollment services
- Maximization of your employees’ contributions through fractional share allocation
- Convenient automatic reinvestment of dividends
- Special handling of insiders, ensuring that pre-clearance protocols are met
- Automated share threshold monitoring
- FAS 123(R) Services
- Corporate Benefit Access - our administrator website designed specifically for your use
Benefits for Your Employees
- Convenient, automated dividend reinvestment, which is particularly important to your international participants
- No account paperwork necessary prior to selling ESPP shares
- Fast access to shares through intra-day allocation for purchased shares
- Detailed confirmation statements
- Flexible proceeds delivery
- Currency conversion of net proceeds for non-US participants
- Touchpoints through
*Dollar cost averaging does not guarantee a profit or protect against loss in a declining market. Investors should consider their ability to continue to invest during periods of market downtimes.
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| Advantages to Employers
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Expands a corporation's benefit package at a relatively low cost
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Attracts and retains key individuals
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Creates potential to provide a continuing source of equity capital
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Broadens the portion of stock that is held in "friendly hands"
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| Advantages to Employees
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A convenient, systematic method of long-term investing
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Enables employees to benefit
from dollar cost averaging*
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Provides the facility to purchase whole and fractional shares |
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Offers potential tax savings through 423(b) plans
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