EQ Equity Plan Solutions is an ideal strategic provider for employee equity compensation plans that help motivate, align and incentivize employees. For over 40 years, EQ has helped public and private companies develop and strategize the best plans to meet their needs with dedication, skill and knowledge. Through our capability to administer a broad array of equity products, the regular adoption of new products and a technology-forward approach, we’re able to stay ahead of the changing landscape of equity plan services to help bring your employee equity plan programs to life.
Capabilities
Recordkeeping of Stock Options, Restricted Stock & Performance Awards and Employee Stock Purchase Plans
We’ll help you incent and reward your employees through seamless execution of employee stock option and restricted stock plans. Our solutions strengthen workplace loyalty by supporting clients’ and their employees’ ability to purchase company stock through a payroll deduction service. Almost all employee transactional needs can be met via web self-service with a real-time connection to the markets or via our expert full-service call center.
This core functionality is complimented by a suite of services that are vital to a successful program:
- Administrative Reporting – Simplifies the equity compensation process for HR and plan administrators as well as compliance-related tasks for financial professionals through our in-depth reporting services. We provide useful on-demand information required by management and BOD for decision-making.
- Financial Reporting– Meets companies needs for quarterly expense reporting, as well as provides valuations and is one of the strongest offerings in the industry.
- Executive Services – A specialized group of advisors that solely helps companies address the unique needs of its senior executives and officers with a full suite of flexible solutions (including 10b5-1 plans), while providing white-glove service to ensure satisfaction of your key executive population.
- Employee Stock Purchase Plans – Equity compensation programs can help companies attract and retain talent, deepen employee commitment and foster a culture where everyone feels invested in the company’s success. EQ brings extensive experience in administering all kinds of employee stock purchase plans. (ESPPs).
- Long-Term Incentive Plans – Long-term incentive plans (LTIPs) can help to retain top talent by aligning your employee awards with long-term company goals. By tying incentives to performance milestones, LTIPs can motivate employees to drive business growth and stay committed over time.
- Private Company Services – EQ’s Astrella® software is your trusted provider of real-time, cloud-based, self-service management of private company shareholder and employee stock data plan data. Our innovative platform leverages the latest technology, including artificial intelligence and private blockchain technology to ensure complete transparency and control of ownership records.
What sets EQ apart?
All our Equity Plan Solutions services are performed without forcing your employees into an individual brokerage relationship and any related unwanted solicitation.
Depth of Experience – Our relationship, client service, onboarding and executive services teams all average over 20 years of experience, giving you comfort that we can handle any complexities that a plan can encounter.
Solutions-focused – Our depth of experience allows us to guide our clients to “best practices” we’ve employed and avoid paths that add to risk or potential employee dissatisfaction.
EQ Equity Plan Solutions
Our expertise and flexible solutions bring your unique employee ownership programs to life. It’s ownership on your terms.
Have questions?
EQ has answers.