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Equity Administration

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In today’s environment, regulators, shareholders, and the investment community subject executive compensation to significant scrutiny. As a result, financial reporting requirements have evolved to require more transparency regarding compensation expense reporting and disclosure, and thus have created more reporting requirements and reporting risk for companies who make use of equity plans.

We have the equity administration solutions to provide successful equity compensation management and financial reporting for your organization. Whether it’s identifying and implementing a new administrative system, or helping to administer your current system, our team is highly qualified to assist with your needs.

Our goal is to provide a simplified, compliant platform, and deliver an excellent service and experience for your employees, while eliminating your administrative burden. Our equity administration services include:

  • A cost-effective solution to navigating infrequent equity events
  • Full implementation and administration support with data conversion and accounting reconciliation
  • Expert support staff of Attorneys and CPAs
  • Continuous training and customized education

Our Compensation & Benefits team will continue to partner with your organization in keeping the plan current. We will proactively monitor current trends and regulations that may impact your organization’s equity plans. Our team of legal experts will help interpret changing regulations and their effect on the plan and offer any necessary recommendations and solutions on how to best respond to changes.