Finance

Webinar: When Stock Plans Meet Legal: Lessons to Make Your Life Easier

Content Team February 6, 2020 mins read

About the team

J.P. Morgan Workplace Solutions’ Content Team comprises a dynamic and talented team of writers and experienced professionals who strive to deliver useful equity insights and simplify complex equity information, all with the aim of helping you to better understand equity management.

Webinar: When Stock Plans Meet Legal: Lessons to Make Your Life Easier

An employee stock plan administrator has a myriad of roles and responsibilities. However, it isn’t just solely focused on having the right documents and reporting metrics to hand during the financial year.

It’s also important that you are operating your plans in the correct manner and working with all of the stakeholder’s business-wide.

The webinar presents practical examples of what can go wrong operationally, and how best to react when things do go awry.

More importantly, it helps you understand how stock plan administrators can work with their legal and accounting departments to find potential operational problems and identify and correct issues before the eleventh hour when certain correction avenues are closed off. 

Topics include:

  • Stock Plan Administration 101
  • Equity Grant Considerations
  • Grant, Vesting and Exercise of Equity
  • Termination of Employment
  • End of Year Tax Compliance

To view the webinar, please register below.

Please Note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.