eBook: The 6 Most Common Pitfalls of Stock Plan Management and How to Avoid Them

Creating and managing an employee stock plan will most likely not be within the wheelhouse of most people.

While it might be possible to try and tackle it inhouse, maybe through keeping track of all relevant information on a spreadsheet, the more complicated a stock plan becomes the harder it will be to maintain 100% accurate information.

As the equity picture becomes increasingly complex over time as staff inevitably join or leave the company, the administration burden will grow ever greater and the need for a clear communications strategy will become more apparent.  

This is just a flavor of the issues that can arise. There are many potential pitfalls associated with setting up and then managing an employee stock plan by yourself, which is why we want to help.

In this eBook, we will highlight some of the hurdles that can arise when a company decides
to go it alone by setting up and managing its own stock plan – and our tips for avoiding them:

• The spreadsheet trap
• The administration burden
• Communication confusion
• Understanding employees’ needs
• Measuring plan effectiveness
• Stock plan knowledge
• Meeting regulations