THE POWER TO CHOOSE
IN-HOUSE, OUTSOURCED, AND CUSTOM HYBRID EQUITY COMPENSATION SOLUTIONS
No two companies have the same equity compensation needs. Some have complex requirements calling for customized, in-house solutions. Others find greater value and convenience in outsourcing the day-to-day administration of their plans.
At E*TRADE, you can manage your stock plan in-house, turn those responsibilities over to us, or get a custom hybrid solution. Either way, you and your participants will benefit from our commitment to client service, the innovative Equity Edge® administration platform, and state-of-the-art brokerage capabilities from E*TRADE Securities. Best of all, you have the flexibility to move between service models as your needs change.
MANAGE YOUR EQUITY COMPENSATION PLAN IN-HOUSE
This service model gives you complete control over equity compensation plan administration and reporting, and provides flexibility for unique plans.
With this arrangement, your stock plan team handles the day-to-day administration of your plan, including imports and exports, daily transaction and settlement activity, and employee confirmation statements. We're also there to assist your stock plan administration team every step of the way.
LET E*TRADE'S EQUITY COMPENSATION PROFESSIONALS DO IT FOR YOU
For qualifying companies, outsourcing the administration of your plan to E*TRADE gives you access to valuable technology and expertise, and frees up your stock plan professionals to focus on important strategic and reporting initiatives.
With our outsourcing service, E*TRADE manages the day-to-day administration functions of your plan, including imports and exports, database management, and the majority of employee communications. You'll have a One-to-One contact who will work with you to keep your plan data updated.
CUSTOMIZE YOUR SERVICE MODEL WITH A HYBRID SOLUTION
Decide which plans to manage in-house and which to outsource to us and benefit from both control and automation.
