Insights and events

We are fully invested in helping your company succeed and have what you need to simplify the complexities of equity plan management.

Contact us

Stay ahead of the curve

Tap into the collective knowledge of our team and industry experts by downloading some recent pieces.

E*TRADE sponsored reports

Equilar Executive Long-term Incentive Plans

Study outlining the continuous evolution of executive compensation packages and the considerations around long-term incentives.

Equilar Equity Compensation Trends

E*TRADE Corporate Services–sponsored report covering trends and various components that contribute to performance equity programs.

Human Resources Executive Q&A on Equity Compensation Benefits

Executive insight on current challenges HR leaders face, ideas to solve for them, and our perspective on blockchain technology.

Choice Plan GPS

Considerations for human resource professionals as they navigate the winding roads of equity compensation choice plans.

Educational articles

Taking stock of equity compensation year-end considerations

Tips to help prioritize and simplify year-end processes.

E*TRADE Corporate Services Participant Research

This report explores the key drivers behind participant satisfaction and engagement with company stock plan benefits.

Peeking in on equity award strategies

Find the right mix for your company’s equity award mix as there’s no one-size-fits all when it comes to a well-designed strategy.

Serving up equity comp know-how

Removing the mystery of how stock plan benefits work can drive real value for participants.

Connect at live industry events

Experience thought leadership in action at our annual Directions conference, regional forums, and industry-wide events.

Event Date and location
E*TRADE Directions 2020 Tuesday, May 12—Friday, May 15, 2020
Renaissance Nashville Hotel, Nashville, TN
Event Date and location
27th Annual NASPP Conference and Exhibition
Titanium Sponsor
Monday, September 16—Thursday, September 19, 2019
New Orleans, LA
HR Technology Conference and Exposition Tuesday, October 1—Friday, October 4, 2019
Las Vegas, NV
Workday Rising Monday, October 14—Thursday, October 17, 2019
Orlando, FL
GEO Americas Regional Conference
Diamond Sponsor
Monday, October 21—Wednesday, October 23, 2019
Huntington Beach, CA