
Pulse Survey
Benchmark Your Practices Against
Hard-to-Find Peer Data
Get Insights to Deliver Competitive & Compliant Retirement Provisions
Retirement is no longer a one-size-fits-all event, and the way equity awards are handled can significantly impact employee outcomes and program costs.
In many cases, companies are making these decisions without clear market benchmarks. With practices varying widely and guidance often limited, it can be difficult to evaluate whether your approach is competitive.
Benchmark your retirement eligibility, payout treatments, and compliance practices with data and insights from the Retirement Provisions in Equity Awards Pulse Survey, sponsored by Bank of America.
Help us build the benchmarks the field has been missing.
Pulse Survey
Only Takes 15 Minutes!
Survey Deadline
June 19, 2026
Fast Results
Expected mid-July, 2026
Get Insights to Deliver Competitive & Compliant Retirement Provisions
See how top organizations support executives in managing complex, high-visibility equity transactions. Benchmark the services you provide senior leaders—along with your compliance and controls practices—with data and insights from the Executive Equity Services and Trends Pulse Survey, sponsored by Bank of America.
Get critical takeaways and expert analysis of survey results at the Key Trends in Executive Services & Compliance webinar.
Get the Complete Survey Results Now!
Key Insights You'll Gain
General Practices
Why do companies pay out
equity awards to retirees?
Are retirees subject to
noncompete provisions?
How do companies manage FICA
payments due on RSUs?
Eligibility Requirements
How much notice are employees required to provide before retirement?
Do employees have to meet a specified service period for payout eligibility
Do retirement eligibility requirements for equity awards align with those of other employee benefits?
Provision Design
Does retirement treatment differ based on employee rank or geographic location?
Are retirement provisions included in all types of awards?
Disclaimer: The NASPP and Bank of America are not affiliated.
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.