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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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Restricted Stock and RSUs: Tax Return Help for Employees Started by Bruce Brumberg / Wed, Mar 30, 2016 8:58 AM 1 177 Profile Image for Bruce Brumberg
Last post on Mar 30, 2016
by Bruce Brumberg
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
Tax return reporting resources for employees Started by Bruce Brumberg / Wed, Mar 16, 2016 9:28 AM 1 108 Profile Image for Bruce Brumberg
Last post on Mar 16, 2016
by Bruce Brumberg
Professors Recognized for Research on Perceived Value of Employee Stock Options Started by Bill Dillhoefer / Fri, Mar 11, 2016 9:19 AM 1 150 Profile Image for Bill Dillhoefer
Last post on Mar 11, 2016
by Bill Dillhoefer
Interactive Quiz to Test Tax Return Reporting Knowledge Started by Bruce Brumberg / Wed, Mar 9, 2016 8:33 AM 1 90 Profile Image for Bruce Brumberg
Last post on Mar 9, 2016
by Bruce Brumberg
Videos on Tax Return Reporting to Help Employees Started by Bruce Brumberg / Wed, Feb 24, 2016 9:51 AM 1 111 Profile Image for Bruce Brumberg
Last post on Feb 24, 2016
by Bruce Brumberg
Top 10 Questions to Help Employees with Tax Return Reporting Started by Bruce Brumberg / Wed, Feb 17, 2016 11:30 AM 1 105 Profile Image for Bruce Brumberg
Last post on Feb 17, 2016
by Bruce Brumberg
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
W-2s, Forms 3921 (ISOs) & 3922 (ESPPs): Employee Communications Started by Bruce Brumberg / Wed, Jan 20, 2016 9:13 AM 1 89 Profile Image for Bruce Brumberg
Last post on Jan 20, 2016
by Bruce Brumberg
Video on Employee Stock Options Started by Bruce Brumberg / Mon, Oct 26, 2015 10:38 AM 1 126 Profile Image for Bruce Brumberg
Last post on Oct 26, 2015
by Bruce Brumberg
Survey Covers Stock Plan Communications at Global Companies Started by Bruce Brumberg / Thu, Oct 22, 2015 9:30 AM 1 149 Profile Image for Bruce Brumberg
Last post on Oct 22, 2015
by Bruce Brumberg
The importance of 1-on-1 participant interactions Started by Bill Dillhoefer / Thu, Sep 10, 2015 3:30 PM 1 206 Profile Image for Bill Dillhoefer
Last post on Sep 10, 2015
by Bill Dillhoefer
New Videos, Articles, & Podcasts on Stock Options Started by Bruce Brumberg / Wed, Aug 12, 2015 9:22 AM 1 180 Profile Image for Bruce Brumberg
Last post on Aug 12, 2015
by Bruce Brumberg
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
What's the risk of not diversifying? Started by Bill Dillhoefer / Tue, Jun 23, 2015 10:18 AM 1 299 Profile Image for Bill Dillhoefer
Last post on Jun 23, 2015
by Bill Dillhoefer
Survey on Stock Plan Education & Communications Started by Bruce Brumberg / Wed, May 13, 2015 11:25 AM 1 157 Profile Image for Bruce Brumberg
Last post on May 13, 2015
by Bruce Brumberg
Tax Return Extensions & Estimated Taxes: Stock Comp Confusion Started by Bruce Brumberg / Mon, Apr 13, 2015 12:07 PM 1 149 Profile Image for Bruce Brumberg
Last post on Apr 13, 2015
by Bruce Brumberg
Do stock option recipient understand "negative" leverage? Started by Bill Dillhoefer / Tue, Apr 7, 2015 10:44 AM 1 177 Profile Image for Bill Dillhoefer
Last post on Apr 7, 2015
by Bill Dillhoefer
Tax Return Help for Employees Started by Bruce Brumberg / Wed, Mar 4, 2015 8:59 AM 1 231 Profile Image for Bruce Brumberg
Last post on Mar 4, 2015
by Bruce Brumberg
Research indicates advisor guidance programs improve stock plan perceptions Started by Bill Dillhoefer / Fri, Feb 6, 2015 4:11 PM 1 199 Profile Image for Bill Dillhoefer
Last post on Feb 6, 2015
by Bill Dillhoefer
 

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