How Can You Free Up Resources and Save Money on Equity Compensation?
Simple…
you can outsource your Stock Plan Administration and 6039 IRS Filings
to My Equity Comp. Companies are more and more realizing the benefits
of third party administration both from a cost savings standpoint as
well as freeing up valuable resources to take on other responsibilities
within the company.
*My Equity Comp is the October 2012 ECE Sponsor
6039
MEC
has quickly become one of the industry leaders in 6039 fulfillment by
filing nearly 400 files with the IRS and mailing out almost 200,000
forms to employees over the last two years. January
is the busiest month of your year – Don’t let the processing and
mailing of 6039 Forms add to the burden. My Equity Comp is here to
help; offering customized solutions to meet your 6039 Form creation,
filing, and mailing needs. All you need to do is provide the raw data and MEC will do the rest for you.
For those of you who already outsource your 6039 filing requirements, there’s a good chance that you are overpaying for that service. Contact My Equity Comp for a free quote to see how we can possibly save your budget some money.
Stock Plan Outsourcing
If
you are looking to scale back or need to fill resource gaps due to
maternity leave or an extended absence, My Equity Comp can help. We
have many years of experience managing equity programs for both private
and public companies, large and small.
Whether
you wish to outsource a portion or the entire management of your stock
plans, My Equity Comp offers customized administration to meet your
needs. We can easily take over the everyday maintenance of your stock
option plans, restricted stock plans, ESPP plans, and more for the long
term or short. You can rest assured that you’re in good hands with the
experts at My Equity Comp which can then free up your resources and
budget to be able to address other needs within your company.
6039 Form Filing Services:
Ø FLEXIBILITY: Form 3921 and/or Form 3922 – Also can help with filing under additional EIN(s) if necessary.
Ø EXPERIENCE: Familiar with ALL Equity Compensation Software and outsourcing providers.
Ø EXPERT GUIDANCE: Expert industry guidance. We have presented on 6039 to numerous forums.
Ø SECURITY: All data files exchanged through secure site for employee data privacy.
Ø SUBSTITUTE FORMS: Consolidated forms in PDF format reduce mailing costs and employee confusion.
Ø EXPLANATORY INSERTS: Communication for your employees to help them understand their forms.
Ø MAILING: Reliable mailing of forms reduces your workload and gets forms to their destinations on time.
Ø IRS FILING: Drop-off of file(s) to IRS site, including step-by-step updates throughout the process.
Ø AUDIT: Files are provided to client for future reference or for employees who later misplace a form.
Ø PRIVATE COMPANIES: If you have any ISO exercises, even if you’re private, you still need to file Form 3921.
Ø YEAR-END STATEMENTS: MEC can also mail out other year-end statements.
Sampling of Outsourcing Services offered:
Ø Creation/maintenance of employee accounts
Ø Processing of terminations, rehires, LOAs, etc.
Ø Running of quarterly, annual, or as-needed reports
Ø Assist with employee communication
Ø Creation/maintenance of stock option grants
Ø Creation/maintenance of RSAs/RSUs
Ø New grant package creation and distribution
Ø Tracking grant acceptances
Ø Distribution/tracking of tax election forms
Ø Monitor/process RSA/RSU releases
Ø Work with brokers/transfer agents to process trades
Ø Distribution/tracking of ESPP enrollment forms
Ø Process/reconcile ESPP contributions
Ø Process ESPP purchases
Ø Track disqualifying dispositions
Ø Process/reconcile valuation records
Ø Process section 16 filings (Forms 3, 4, and 5)
Ø And lots more!
Please feel free to visit our website at www.myequitycomp.com for our entire list of services offered or contact us at 1-888-837-2667 or info@myequitycomp.com.