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Sampling of Services Offered
Demographic/account updates, adding of new accounts
Processing of terminations, rehires, LOAs, etc.
Running of quarterly, annual, or as-needed reports
Assisting with employee communication
STOCK OPTIONS and RESTRICTED STOCK
Creation/maintenance of stock option grants
Creation/maintenance of RSAs/RSUs
New grant package creation and distribution
Tracking grant acceptances
Distribution/tracking of tax election forms
Monitor/process RSA/RSU releases
Temporary Stock Administration
Stock Plan Outsourcing
Going on vacation? Short staffed? Have someone out on maternity leave? My Equity Comp can help fill the void on a temporary basis until you are back up and running with your regular staff.
By outsourcing the stock administration function, a company is transitioning a variety of tasks to a third party. As the third party in this arrangement, MEC provides a suite of services to cover day-to-day tasks as well as monthly, quarterly, and annual stock administration functions.
We can take over the everyday maintenance of your stock option plans, restricted stock plans, ESPP plans, and more. The experts at My Equity Comp will maintain your data in accordance with your licensed software.