Customized Equity Compensation Solutions

TOFU EPS Header 2100X1400 (3) — Equity Plan Solutions
Boost your employee engagement - Expert support when you need it.
TALK TO US TODAY

If you're a shareholder or plan participant, contact us for help.

Your People, Our Focus

At EQ we understand the importance of your employees and their value to your organization. With our comprehensive equity compensation solutions, we help you invest in your employees' success. From stock options to employee stock purchase plans, administrative services to executive support, our enhanced equity compensation plan platform, EquiTrax™, was built to streamline the day-to-day execution of transactions. With EQ your employees feel valued, and your organization achieves success.

Industries we work with

Get In Touch

Business Inquiries Plan Participants

COMPREHENSIVE GUIDE

Guide To Better Employee Equity Plan Management

This guide is designed to help answer common questions on equity compensation management tools the EQ team regularly fields on the topic:

What are the benefits of using a comprehensive plan administration tool?
How can I boost ESPP participation?
How can I encourage more of our younger employees to participate?
What are the most important tax considerations to address?
How can EQ make managing my equity compensation program easier?

Read Now

ESPPs at a Glance: Implementation & Participation

An employee stock purchase plan (ESPP) allows eligible employees to buy their employer’s stock at a discounted price. After-tax payroll...

Equity Compensation: 9 Tips for a Smoother Tax Season

As the tax season approaches each year, it’s a good idea for employees, companies and their equity plan administrators to start preparing as...

ESPPs at a Glance: Background and Benefits

Companies have been utilizing employee stock purchase plans (ESPPs) as a way for their employees to participate in the ownership of the comp...

What We Do

Employee Stock Purchase Plans

Long-Term Incentive Plans

Financial Reporting (ASC 718)

EquiTrax™ - Bring your employee plan program to life through EquiTrax™- EQ’s enhanced equity compensation platform.

LEARN MORE

Our Difference

Our team of Equity Compensation Plan experts average 20 years of industry experience and are help you reach your organizational goals, starting with taking care of your most important asset, your people.

When you work with EQ, beyond just meeting your basic needs, we’re also in touch with the desires and concerns that motivate your employees. EQ is an impartial provider of equity compensation plan solutions. Neither you nor your employees will be pressured into entering an individual brokerage relationship or subject to any unwelcome solicitations.

With EQ as your trusted equity compensation provider, we deliver a smooth experience while handling your equity compensation plan program requirements. The onboarding process is seamless and we prioritize keeping your plan participants’ data secure.

Get the most out of your equity compensation plan program with data-driven analytics that provide you access to relevant, timely information. With data-driven insights, this can help you make impactful business decisions that will help to motivate and incentivize your employee participants.

Our EquiTrax™ platform is flexible by design, giving participants 24/7 access to view, model or transact on their holdings. It also gives you the ability to white label the website interface with your company’s own look and feel.

Get In Touch

Business Inquiries Plan Participants

Meet The Team

Our dedicated team of experts.

Jim Wulforst
EVP, Equity Plan Solutions

With over 20 years of leadership experience in the equity plans industry, Jim leads the EPS business in growing market share, creating strategic partnerships and increasing customer satisfaction.

CONNECT WITH JIM