We know the market. And the marketplace.
Some firms specialize in executive compensation strategy, governance and technical matters. Others concentrate on plan operations and administration. We do both. We understand the rules governing global equity and incentive compensation plans, as well as the functionality of the vendor platforms that support them. As a result, we’re able to offer an inherently holistic approach to executive compensation planning.
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Some manage compliance risk.
We help you manage to avoid it.
As an independent compensation consultancy, we have no audit, tax, legal, brokerage, actuarial, or management consulting conflicts and no cross-selling pressures. Because executive compensation consulting and administration are our sole offerings, we can undertake management functions on your behalf, driving the executive compensation planning process from concept to completion.
> Migrate stock plan data from one record-keeping platform to another
> Administrate day-to-day stock plan tasks and manage vendor relationships
> Design competitive equity compensation program for a global workforce
> Align executive rewards with critical business and workforce strategies
> Identify and implement international stock plan recharge strategies
> Perform equity plan payroll tax compliance review in 50+ countries
> Develop automated solution to track trailing tax liabilities of globally mobile participants
> Support ASC 718 financial reporting, including equity award valuation, expense amortization, EPS calculation and DTA reconciliation.
> Construct optimal operational model to ensure participant satisfaction and technical compliance
> Secure best-in-class equity vendor support to maximize use of internal resources
> Develop and test SOX controls impacting equity programs
> Coordinate internal and external (e.g., 3rd party administrator, local law firm and translator) work-streams for 70+ country "all employee" stock grant
> Identify key stakeholders for new global LTI program and maintain stakeholder communication plan
> Organize and implement M&A pre-bid compensation plan due diligence and post-transaction integration activities
> Communicate stock plan value to participants using customized materials
> Prepare country-specific employee tax Q&A's
> Develop global ESPP participant brochure