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whitepaper Equity Plan Solutions

Five Things To Consider When Evaluating Your Equity Compensation Administration Spend

Monday, July 22, 2024

In 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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Equity Plan Solutions

Rule 10b5-1 Amendments: What Executives Need to Know

Monday, July 8, 2024

The 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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article Corporate Actions

Corporate Actions And The Role Of A Transfer Agent

Thursday, May 30, 2024

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

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article Transfer Agent

T+1 Changes Are Coming Soon

Friday, May 17, 2024

T+1 takes effect on May 28. Learn more about how EQ has prepared for this change.

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article EQ

Learn more about the Corporate Transparency Act

Friday, May 17, 2024

Changes have been made to the Corporate Transparency Act. Learn more about these, including who is subject and what must be reported.

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casestudy Equity Plan Solutions

Providing a Robust Onboarding Strategy Resulting in Migration Success in Record Time

Thursday, May 16, 2024

Learn 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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