NASPP Logo - Transparent
Bank of America

Pulse Survey

Retirement Provisions in Equity Awards

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 leadersalong with your compliance and controls practiceswith 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

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?

Icon - Eligibility Requirements

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?

Icon - Provision Design

Provision Design

Does retirement treatment differ based on employee rank or geographic location?

Are retirement provisions included in all types of awards?

Survey Guidelines

Survey Guidelines for Participants

  • Survey must be completed by January 24, 2025

  • Only public companies may participate

  • Survey respondents must have some level of responsibility for managing executive transactions

  • Only one survey per company

  • Service providers are not eligible to participate

Disclaimer: The NASPP and Bank of America are not affiliated.