EQ Views
Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs
Wednesday, July 24, 2024Transfer agents are focused on putting the satisfaction of their issuers and their shareholders first. When you choose to use a single provider for your transfer agent and equity plan administration needs, processes are more streamlined and can result in time and cost savings. This can also result in benefits you might not have access to if you utilize different vendors.
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Five Things To Consider When Evaluating Your Equity Compensation Administration Spend
Monday, July 22, 2024In today’s uncertain economy, companies continue to look for ways to reduce expenses and improve efficiencies. Evaluating the current cost of managing your company’s equity compensation services is one way to gain efficiency and be more effective.
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Rule 10b5-1 Amendments: What Executives Need to Know
Monday, July 8, 2024The SEC introduced amendments to Rule 10b5-1 which are intended to enhance investor protections against insider trading. Included in this infographic is what executives need to know regarding additional requirements such as cooling-off periods, certifications of acting in good faith and restrictions on multiple, overlapping plans.
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Providing a Robust Onboarding Strategy Resulting in Migration Success in Record Time
Thursday, May 16, 2024Learn more about how we migrated the client's data onto our EquiTrax™ platform in record time without interruptions to their participants' ability to sell their non-qualified stock options.
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Upcoming Changes to W-9 Certification
Monday, February 12, 2024Learn more about key IRS updates to Form W-9, including new requirements for flow-through entities.
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EQ’s Transformation in Action: Enhanced Client Team Structure
Wednesday, November 8, 2023Learn about how our Equity Plan Solutions (EPS) business is evolving into a more valuable partner and trusted advisor.
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