--- title: NASPP | 2025 Equity Administration Survey description: This survey encompasses both global and domestic practices and trends in equity compensation design practices. --- ![NASPP Logo Stacked](https://info.naspp.com/hs-fs/hubfs/Images%20for%20Redesign/NASPP%20Logo%20Stacked.png?width=218&height=100&name=NASPP%20Logo%20Stacked.png "NASPP Logo Stacked") # 2025 Equity Administration Survey Your source for benchmarks and trends in the administration of equity programs worldwide Survey Has Ended Sign up below to get notified of our next survey. [![Register to Start the Survey](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/4634230/interactive-187449866393.png)](https://info.naspp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLQ7hC1I5MsGXzN4NUJDViq7%2BFEhvJompet5%2FJY1uoodN%2B%2FqjJVlTOFycj9YTAj%2BDtDsyVZsohwnosr0c8rRXBYCgbmcsntlJKsGuo7JcHzLcPe%2F2%2Fec3J1NHAqoSWJ2LB4BuQoWx7tjHmLRBUp9L9%2FW%2BH05jJRARRc4R%2FEW8VyIpUisabvrQXZ9sxEx7rM&webInteractiveContentId=187449866393&portalId=4634230&hsLang=en) Deadline Extended: Participate by May 9 ## Get notified to participate in our next survey # 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](https://www.surveymonkey.com/r/admin25survey). 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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Administration%20Policies.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Administration%20Policies.png) **Administrative Policies & Procedures** An in-depth look at in-house administration   ![Icon - 2025 Survey - Grant Policies](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Grant%20Policies.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Grant%20Policies.png) **Grant Policies &  Procedures** Benchmarking policies that govern how equity is distributed   ![Icon - 2025 Survey - Insider Trading](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Insider%20Trading.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Insider%20Trading.png) **Insider Trading Compliance** Including pre-clearance policies and trading windows   ![Icon - 2025 Survey - Transaction Procedures](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Transaction%20Procedures.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Transaction%20Procedures.png) **Transaction Procedures & Tax Compliance** Standards for payment methods, distribution policies, and tax compliance   ![Icon - 2025 Survey - Mobility Compliance](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Mobility%20Compliance.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Mobility%20Compliance.png) **Mobility Compliance** Managing tax compliance for state-to-state and global mobile employees   ![Icon - 2025 Survey - Ownership Guidelines](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Ownership%20Guidelines.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Ownership%20Guidelines.png) **Ownership Guidelines** Stock ownership requirements for executives and other employees   ![Icon - 2025 Survey - Participant Education](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Participant%20Education.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Participant%20Education.png) **Participant Education** How online and in-person training tools are used   ![Icon - 2025 Survey - Global Admin](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Global%20Admin.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Global%20Admin.png) **Global Administration** Tax compliance, mobility, and currency exchange controls for 17 countries [![Take the Survey for Access to Benchmarks](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/4634230/interactive-187454483847.png)](https://info.naspp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKnvG4MMZ%2Bsxh3WqhrfLD%2F%2FsHBRBp6dTYx0iKJvlE4X%2FD3veHWHsxMSea11y4Hi1%2FlYoB2hd%2FCCZ%2FeIuGlebJkg%2FhuKJ7rxrg2JRx%2BGQPhdPmxwweG4sxKrhjHQGriVUVXkwSG0aTydHARA%2BGWwjnSHTR7lZLh9%2FALcIWiHH%2FfOk9BoXTd6RkpXKQkD9PYQ&webInteractiveContentId=187454483847&portalId=4634230&hsLang=en) **Deadline Extended: Participate by May 9** --- **Answers to Your Questions** ![Administrative Policies and Procedures](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Administration%20Policies.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Administration%20Policies.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Grant%20Policies.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Grant%20Policies.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Insider%20Trading.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Insider%20Trading.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Transaction%20Procedures.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Transaction%20Procedures.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Mobility%20Compliance.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Mobility%20Compliance.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Ownership%20Guidelines.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Ownership%20Guidelines.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Participant%20Education.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Participant%20Education.png "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](https://info.naspp.com/hs-fs/hubfs/2025%20Equity%20Administration%20Survey/Icon%20-%202025%20Survey%20-%20Global%20Admin.png?width=100&height=100&name=Icon%20-%202025%20Survey%20-%20Global%20Admin.png "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. ![NASPP logo - markonly-transparent](https://info.naspp.com/hs-fs/hubfs/NASPP%20Logos/NASPP%20logo%20-%20markonly-transparent.png?width=140&height=44&name=NASPP%20logo%20-%20markonly-transparent.png "NASPP logo - markonly-transparent") ![deloitte-logo](https://info.naspp.com/hs-fs/hubfs/2021%20Design%20Survey/deloitte-logo.jpg?width=160&height=30&name=deloitte-logo.jpg "deloitte-logo") ![2021 Design Survey Gears](https://info.naspp.com/hubfs/2021%20Design%20Survey/2021%20Design%20Survey%20Gears.png "2021 Design Survey Gears") 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. [Learn More](https://www.naspp.com/home) # Contact Us (925) 685-9271 [naspp@naspp.com](mailto:naspp@naspp.com) PO Box 21639 Concord, CA 94521 Copyright 2026