A New Year for Your New

EQUITY COMPENSATION OUTLOOK

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OPTIMIZE YOUR EQUITY STRATEGY

The Equity Compensation Outlook program is back for another future-forward look at how companies like yours are evolving their equity strategies, awards, and practices to meet changing demands and environmental factors.

With minimal investment of your time, your participation grants you expert analysis, valuable benchmarks, and key insights to help you build, adapt, and anticipate the equity comp roadmap your company will need for success both today and tomorrow.

TAKE YOUR PULSE  |  3-PART SERIES

Quick surveys providing data and insights on critical dimensions of your equity award strategy

Stock Plan
Administration Staffing

April 2022

ESPP
Policies

June 2022

Tax
Reporting

August 2022

Proudly brought to you by the NASPP and Fidelity Investments - two leaders in stock plan education and practices.

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YOUR EXCLUSIVE OUTLOOK BENEFITS

Rapid data

Rapid Results
10-15 minute surveys + fast results turnaround

Benchmarking Data

Turnkey Benchmarks
Data reports and analysis for relevant insights

Expert thought leadership

Expert Thought Leadership
Webinars, articles, videos, & more to guide you

360 analysis

360° Equity Strategies Forecast
Authoritative white paper analysis for key takeaways from all results


UPCOMING PULSE SURVEYS

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ESPP POLICIES

Survey Dates: June 20 – July 1
Results Available: Early July

Employee stock purchase plans are one of the most common vehicles to deliver equity compensation to the general workforce. With virtually all employees at sponsoring companies eligible to participate, ESPPs must uniquely balance participants’ benefits and flexibility against associated costs and administrative burden. Are your company’s ESPP policies and procedures as streamlined as possible to maximize enrollment? Get the benchmarks you need to evaluate your ESPP strategy.
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TAX REPORTING

Survey Dates: August 15 – 26
Results Available: Late August

Tax compliance mistakes and missed deadlines are costly and put your company at risk of being caught in the crosshairs of tax authorities. Have you compliance-proofed your tax reporting and withholding procedures to avoid penalties? Get an in-depth look at the process, procedures, and controls that other companies use to ensure timely and accurate tax deposits and filings – and make sure you’re following suit.

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IT'S NOT TOO LATE TO PARTICIPATE!

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STOCK PLAN ADMINISTRATION STAFFING

Results are in, but it's not too late to participate and compare your practices vs. others:

Having the right team structure in place is key to successful stock plan management, yet little data exists to help companies assess their staffing strategy and levels. Get key benchmarks to optimize your stock plan administration department and workload based upon a number of factors, including number of participants, level of outsourcing, and your plans’ global scope. You’ll also gain insights into the responsibilities the plan administration team is tasked with and how the team is evaluated.

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ABOUT THE EQUITY COMPENSATION OUTLOOK

The Equity Compensation Outlook is a benchmark and thought leadership collaboration between the NASPP and Fidelity Investments, developed with the recognition that a changing and uncertain landscape is creating an urgent need for companies to evolve their equity strategies.

This multi-faceted program seeks to provide actionable data insights and essential guidance for professionals across stock plan administration, HR, compensation, and benefits. The program first launched in 2021 with a focus on employee mobility, performance awards, grant policies, and participant education.

The 2022 program features three distinct survey touchpoints and regular expert analysis throughout the year ahead on hot button issues in equity compensation: staffing, ESPP policies, and tax reporting. 

Disclaimer: The NASPP and Fidelity Investments are not affiliated.