EQUITY COMPENSATION OUTLOOK

ESPP POLICIES

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Are Your ESPP Policies Optimized for Maximum Plan Performance?

Get Key Benchmarks to Evaluate Your ESPP

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.

Your ESPP Questions Answered:

  • What policies govern when employees can enroll in ESPPs?
  • When are changes in contribution rates effective?
  • What restrictions are imposed on plan withdrawals?
  • How are contribution refunds managed?
  • Are purchase dates scheduled to avoid black-out periods and key dates?
  • How do companies educate employees on the ESPP?

READY FOR YOUR ESPP OUTLOOK?

Survey Closes July 1

Rapid data

Rapid Results
10-15 minute survey + 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

START SURVEY

Results Expected July 6


GET YOUR COMPLETE OUTLOOK

The ESPP Policies Survey is part two of the three-part 2022 Equity Compensation Outlook, brought to you by the NASPP and Fidelity Investments. 

Participate now and throughout the program for a full-picture forecast of how equity strategies are evolving in response to market volatility, economic uncertainty, and a changing workforce. Focus areas include:

  • Stock plan administration staffing
  • ESPP policies
  • Tax reporting and withholding
Learn More About the Equity Compensation Outlook

Disclaimer: The NASPP and Fidelity Investments are not affiliated.