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2025 Equity Administration Survey

Your source for benchmarks and trends in the administration of equity programs worldwide

Deadline Extended:
Participate by May 9

The Definitive
Report on Equity Plan Administration Trends

Get data and answers on the administration of equity programs worldwide by participating in the 2025 Equity Administration Survey.

Brought to you by the NASPP and Deloitte Tax LLP, the survey’s results help public companies benchmark and optimize their practices with data-driven guidance and year-over-year comparisons. 

The survey is only open for a limited time, so act now to get the insights you need to stay compliant and keep on top of emerging trends.

Your participation is the only way to unlock access to exclusive results for you and your company when they are released this fall. 

Registration Required

All participants must first register to participate in the survey here. Once registered, you will receive an email within 2 business days with your direct access link to complete the survey.

Topics We'll Explore

Icon - 2025 Survey - Administration Policies

Administrative Policies &
Procedures

An in-depth look at in-house administration

 

Icon - 2025 Survey - Grant Policies

Grant Policies & 
Procedures

Benchmarking policies that govern how equity is distributed

 

Icon - 2025 Survey - Insider Trading

Insider Trading
Compliance

Including pre-clearance policies and trading windows

 

Icon - 2025 Survey - Transaction Procedures

Transaction Procedures & Tax Compliance

Standards for payment methods, distribution policies, and tax compliance

 

Icon - 2025 Survey - Mobility Compliance

Mobility Compliance

Managing tax compliance for state-to-state and global mobile employees

 

Icon - 2025 Survey - Ownership Guidelines

Ownership Guidelines

Stock ownership requirements for executives and other employees

 

Icon - 2025 Survey - Participant Education

Participant Education

How online and in-person training tools are used

 

Icon - 2025 Survey - Global Admin

Global Administration

Tax compliance, mobility, and currency exchange controls for 17 countries

Deadline Extended: Participate by May 9

Answers to Your Questions

Administrative Policies and Procedures

Administrative Policies &
Procedures

Key Questions Answered:

  • Which departments are involved in plan management? 

  • Which functions are commonly outsourced? 

  • What is the typical size of an in-house stock plan administration team? 

  • Are in-house stock plan administration positions typically remote, in-office, or hybrid? 

  • How is AI used in administration of equity plans? 

Grant Policies & Procedures

Grant Policies & Procedures

Key Questions Answered:

  • What factors determine grant eligibility and size? 

  • What value is used to convert target grant values to shares? 

  • How frequently are grants approved and issued? 

  • Who has authority to approve grants? 

Insider Trading Compliance

Insider Trading Compliance

Key Questions Answered:

  • Which employees are subject to trading windows?  

  • When do quarterly trading windows open and close? 

  • What transactions are allowed during closed windows?  

  • Which employees are subject to pre-clearance requirements?  

  • Which departments oversee insider trading compliance?  

Transaction Procedures and Tax Compliance

Transaction Procedures &
Tax Compliance

Key Questions Answered:

  • What are the most common methods of funding equity plan transactions?  

  • How do companies determine tax rates and stock value for tax withholding purposes?  

  • How do companies comply with tax deposit requirements?  

  • Do companies accommodate participant requests for additional withholding? 

Mobility Compliance

Mobility Compliance

Key Questions Answered:

  • Which types of mobile employees are covered by compliance programs?  

  • What processes are used to track mobility and determine tax liabilities?  

  • Do companies allocate income for tax qualified arrangements?  

  • Which employees are eligible for tax equalization? 

Ownership Guidelines

Ownership Guidelines

Key Questions Answered:

  • Which employees are subject to ownership guidelines? 

  • How much stock are employees required to own? 

  • How are equity awards counted in stock ownership? 

Participant Education

Participant Education

Key Questions Answered:

  • How do companies enforce grant acceptance requirements?  

  • What tax education is provided to plan participants?  

  • Are educational materials translated into local languages?  

  • What mediums do companies use to educate employees?  

  • Are companies using AI tools for participant education?

Global Administration

Global Administration

Key Questions Answered:

  • Are companies complying with Circular 35 and SAFE registration requirements in China?  

  • How are companies complying with the new tax collected at source (TCS) requirements in India?  

  • Do companies use a Section 102 trustee arrangement to offer equity in Israel?  

  • Are companies applying the “deemed exercise” rules to employees exiting Singapore?

 

Countries Include:

  • Australia

  • Belgium

  • Brazil

  • Canada

  • China

  • Denmark

  • France

  • India

  • Israel

  • Japan

  • Netherlands

  • Singapore

  • Spain

  • Sweden

  • Switzerland

  • United Kingdom

  • United States

This survey is administered jointly by the NASPP and Deloitte Tax LLP.

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Survey Guidelines for Participants

  • Issuers must participate in the survey to receive access to the full survey results

  • Survey must be completed by May 9

  • Only public companies that offer stock compensation to their employees may participate

  • Survey respondents must have some level of responsibility for designing, managing, or reporting on their company's equity program

  • Service providers are ineligible to participate

  • Open only to public companies issuing stock compensation

  • Only one response per company

  • Participation required for results

About the NASPP

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over three decades of leadership providing expert resources, education and other benefits for nearly 6,000 members across 18 affiliated chapters.

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Contact Us

(925) 685-9271
naspp@naspp.com
PO Box 21639
Concord, CA 94521
Copyright 2025