GOLD LEVEL SPONSORS
Managing an equity compensation program today while navigating administration, accounting,communication and compliance requirements can be challenging, but a relationship with the right service provider can help make that job easier. At Bank of America Merrill Lynch, we are passionate about financial wellness and believe we are well-positioned to serve your equity compensation needs and help you deliver a successful benefits program.
Our consistent top-ranking 3 years in a row in the Group Five Benchmark Studies reflects our commitment to the business and enables us to keep the keep the focus where it belongs—on your company’s greatest asset, your employees.
Our integrated benefits offering spans defined contribution, defined benefits, equity compensation, executive services, non-qualified deferred compensation plans, and health savings accounts. Whether you choose to implement an equity compensation plan solution or pursue a Total Rewards strategy—Bank of America Merrill Lynch can help.
For more information, please visit our booth or contact James Humza at 609.274.4712.
Cutting edge technology; back-to-basics mentality; StockCross Investment Specialists and their rich online resources will help you create and manage a long-term investment strategy.
TD Ameritrade Stock Plan Services combines powerful brokerage platforms with superior administrative solutions to provide a fully integrated offering designed to help you manage your company’s plan more efficiently and effectively.
Elevate your plan with simplified processes, exceptional support and the ability to work with the provider that fits your needs. Provide an exceptional employee experience with a dedicated participant portal, extensive education and dedicated support.
Discover the value our solution can provide with complementary compliance services and tools for you and exclusive benefits – including discounted pricing – for your employees.
To learn more about the TD Ameritrade difference, please contact us at 800-811-9650 or visit us online at tdameritrade.com/stockplanservices. We look forward to seeing you at our booth!
TD Ameritrade, Inc., member FINRA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
BLUE LEVEL SPONSORS
For an unprecedented six years in a row, Fidelity has been rated No. 1* for stock plan services. Our unwavering dedication to the stock plan industry, and continued investment in products and services, is why our client retention rate is over 99%.
Stop by our booth to learn about some of the benefits of working with Fidelity:
- Top-rated participant experience*
- Automated file management
- Dedicated team of professionals to support your needs
- Proven track record working with Certent clients to handle their brokerage and participant servicing
See how our partial administration solution will help you transform your plan and reinvent your participant experience.
*According to full administration plan sponsors surveyed in the 2011, 2012, 2013, 2014, 2015, and 2016 Group Five Stock Plan Benchmark Studies. Group Five LLC is a business-to-business research and consulting firm in San Anselmo, CA. Group Five LLC and Fidelity Investments are not affiliated.
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Schwab has over two decades of experience in the equity awards industry as a stock plan provider. Schwab’s approach to stock plan administration is rooted in our belief that ownership matters. We help you simplify stock plan administration and help your employees understand the full value of their equity awards through one-on-one consultations, on-site seminars, executive services and a range of educational resources. Visit schwab.com/sps to learn more.
Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and executives through Charles Schwab & Co., Inc. (Member SIPC). Charles Schwab & Co., Inc. a registered broker/dealer offers brokerage and custody services to its customers.
© 2017 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. (0315-1077)
WHITE LEVEL SPONSORS
Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, navigate retirement risk while providing new levels of financial security, and redefine health solutions for greater choice, affordability and wellness. Aon Hewitt is the global leader in human resource solutions, with over 35,000 professionals in 90 countries serving more than 20,000 clients worldwide across 100+ solutions.
For more information on Aon Hewitt, please visit aon.com.
RED LEVEL SPONSORS
Armanino’s Equity Management Solutions practice provides clients with the peace of mind that their stock options are properly accounted for and administered. By utilizing the Certent software platform, Armanino decreases the number of hours your team devotes to spreadsheet tracking and accounting of stock options, thus, greatly reducing the number of errors from manual re-entry with Excel. Armanino supports your organization to ensure your equity compensation plans are audit-ready for the IPO process and to continue supporting you as a public company without having to change solutions. Armanino is a leading Certent partner with clients across the nation.
UBS Equity Plan Advisory Services is a leader in equity compensation plans. By customizing a unique blend of service, access to advice, and technology for each client, we make plan administration easier for companies, and equity awards more rewarding for participants.
We have the distinguished ability to provide education and holistic wealth management to all employees in the U.S. and in many countries around the world, from broad-based participants to C-Suite executives. No provider is better equipped to deliver this suite of services than UBS, and our industry-leading research proves that it makes a difference: when employees combine financial planning, advice and diversification, they place a higher value on their awards and see them as an important part of their financial future.
Together with administrative best practices developed from over 25 years of collaboration with leading companies around the globe, we are a market leader prepared to solve your comprehensive equity compensation needs.
For the past five years in a row, UBS has been top-rated for best value in both partial and full administration services in Group Five's Stock Plan Administration Satisfaction Study, a clear demonstration of our commitment to working with corporations to meet their specific needs.*
*2016, 2015, 2014, 2013, and 2012 Group Five Stock Plan Administration Satisfaction Survey
The Certified Equity Professional Institute (CEPI) was founded in 1989 by a group of equity compensation professionals. Their mission was to establish, promote, and provide certification and continuing education for the equity compensation industry.
Since its founding, the CEPI's self study curriculum has served as the industry's educational standard. Organizations and individuals use CEPI exams as a measurement of basic (Level 1), intermediate (Level 2), and advanced (Level 3) knowledge, skills, and abilities related to equity compensation.
The CEPI curriculum focuses on the core disciplines of equity compensation: Accounting; Equity Plan Design, Analysis and Administration; Corporate and Securities Law; and Taxation. The CEP designation is granted to individuals who have passed all three exams, and have demonstrated mastery of equity compensation related issues in all of the core disciplines. The program is also open to individuals seeking only basic or intermediate knowledge. Candidates can select to complete one, two or all three levels of the program.