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Participant Communication, Education & Decision Support

This forum is dedicated to helping companies to maximize the motivation & retention capacity of their stock plans by discussing the issues & ways to make sure plan participants fully understand, appreciate and get the most out of their awards.

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10 Companies with Generous Stock and Option Programs Started by Bill Dillhoefer / Fri, Mar 25, 2016 9:42 AM 1 185 Profile Image for Bill Dillhoefer
Last post on Mar 25, 2016
by Bill Dillhoefer
4 Questions to Ask Individuals with Equity Compensation Started by Bill Dillhoefer / Fri, Jul 20, 2012 5:37 PM 1 228 Profile Image for Bill Dillhoefer
Last post on Jul 20, 2012
by Bill Dillhoefer
5 Things Employees Need to Know About Their Stock Options! Started by Bill Dillhoefer / Fri, Aug 5, 2011 12:01 PM 3 203 Profile Image for Bill Dillhoefer
Last post on Aug 9, 2011
by Bill Dillhoefer
5 Things You Must Know if You Get Paid with Equity Started by Bill Dillhoefer / Fri, Jun 26, 2015 9:34 AM 1 316 Profile Image for Bill Dillhoefer
Last post on Jun 26, 2015
by Bill Dillhoefer
6039 Compliance, Tips, & Tricks: Filing Your Forms 3921/3922 The Right Way Started by Gary Hamilton / Thu, Nov 8, 2012 9:36 AM 1 292 Profile Image for Gary Hamilton
Last post on Nov 8, 2012
by Gary Hamilton
83(b) Election - When IRS permits Taxpayer to Revoke Started by Tahir Naim / Tue, Mar 8, 2011 10:29 AM 5 342 Profile Image for Tahir Naim
Last post on Mar 9, 2011
by Tahir Naim
9 Things for Participants to Consider Started by Bill Dillhoefer / Mon, Feb 15, 2016 10:09 AM 1 260 Profile Image for Bill Dillhoefer
Last post on Feb 15, 2016
by Bill Dillhoefer
A Holistic Approach to Managing Ones Equity Compensation Started by Bill Dillhoefer / Fri, Jun 11, 2010 4:15 PM 1 172 Profile Image for Bill Dillhoefer
Last post on Jun 11, 2010
by Bill Dillhoefer
About Restricted Stock Awards - Fidelity Investments - 23 March 2010 Started by ECE Administrator / Tue, Mar 23, 2010 11:34 AM 1 165 Profile Image for ECE Administrator
Last post on Mar 23, 2010
by ECE Administrator
Advice for executives with stock compensation in new book for affluent investors Started by Bill Dillhoefer / Wed, May 1, 2013 3:02 PM 1 223 Profile Image for Bill Dillhoefer
Last post on May 1, 2013
by Bill Dillhoefer
AMT Planning with ISOs Started by Bruce Brumberg / Mon, Jun 18, 2012 3:18 PM 1 166 Profile Image for Bruce Brumberg
Last post on Jun 18, 2012
by Bruce Brumberg
An Advisor's Take on Vested RSUs Started by Bill Dillhoefer / Fri, Nov 22, 2013 11:40 AM 1 225 Profile Image for Bill Dillhoefer
Last post on Nov 22, 2013
by Bill Dillhoefer
Analysis of Dodd Frank Act.. Executive hedging disclosures Sec 955 Started by John Olagues / Sat, Feb 26, 2011 2:17 PM 1 309 Profile Image for John Olagues
Last post on Feb 26, 2011
by John Olagues
Analyzing and Improving Employee Share Purchase Plan Profitability - A Misunderstanding of an ESPP Started by Dan Walter / Fri, Jan 9, 2009 12:14 PM 2 435 Profile Image for Dan Walter
Last post on Jan 9, 2009
by Dan Walter
Article from the New Orleans Silicon Bayou News Started by John Olagues / Fri, Mar 9, 2012 5:24 AM 1 179 Profile Image for John Olagues
Last post on Mar 9, 2012
by John Olagues
Blog Posting Explaining Stock options and employee equity Started by Dan Walter / Sun, Nov 21, 2010 10:18 AM 1 172 Profile Image for Dan Walter
Last post on Nov 21, 2010
by Dan Walter
Breakdown of ESPP Taxation for MSFT, and discussion of possible problems with Fidelity-provided information Started by ECE Administrator / Thu, Apr 8, 2010 8:21 AM 1 395 Profile Image for ECE Administrator
Last post on Apr 8, 2010
by ECE Administrator
Can Stock Compensation Make Employees Happier? Started by Bruce Brumberg / Wed, Feb 15, 2017 8:18 PM 1 172 Profile Image for Bruce Brumberg
Last post on Feb 15, 2017
by Bruce Brumberg
Charitable Gifts Using Illiquid Securities - The New York Community Trust, 21 April 2010 Started by ECE Administrator / Wed, Apr 21, 2010 11:46 AM 1 197 Profile Image for ECE Administrator
Last post on Apr 21, 2010
by ECE Administrator
Colorful Insider Trading Case Useful for Employee & Director Education Started by Bruce Brumberg / Thu, Jun 9, 2016 6:42 PM 1 206 Profile Image for Bruce Brumberg
Last post on Jun 9, 2016
by Bruce Brumberg
 

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