es: Broad Based Plans

Articles

Stockbrokers' Secrets (Part 5): What I Tell My Best Clients About Company Stock Diversification

W.E.B. Bantling, with Bruce Brumberg
The biggest challenge I face when counseling my clients is convincing them to avoid owning too much of their company's stock. Tales about employees of Lehman Brothers or Enron who lost their entire net worth have shaken these clients to attention.

How Does Your Company's Stock Plan Compare?
(Part 2)

Kate Victory
It's hard to find comparative data on grants of stock options and restricted stock. The NASPP's Domestic Stock Plan Design & Administration Survey includes data on grant guidelines, expiration provisions, job termination exercise rules, and M&A.

How Does Your Company's Stock Plan Compare? (Part 1)

Kate Victory
How typical are your grants of stock options or restricted stock? Compare their terms and provisions with the results of the NASPP's Domestic Stock Plan Design & Administration Survey.

Stock Option Fundamentals (Part 1): Know Your Goals And Terms

Marilyn Renninger
Stock options aren't just for the folks on mahogany row any more. But turning stock options into the real green stuff takes some know-how. You need to know certain features of your grant to decide when to exercise your options and sell the stock.

Getting The Most From Your Stock Options

William Baldwin
Stock options are a major element of your long-term incentive compensation, offering tremendous potential to accumulate personal wealth. Given your stock options' complexity, it’s essential to develop a strategy to realize their full potential.

A Financial Advisor's View Of Your Stock Plans

William Baldwin
Rather than providing you with a guarantee, today's benefit plans offer only an opportunity to attain financial security. The decisions you must make will turn some of you into financial winners.

Are You Taking Full Advantage Of Your Company's Employee Stock Purchase Plan?

Sandra Sussman
Many employees don't take advantage of their companies' employee stock purchase plans (ESPPs). I want to give you a better appreciation of why ESPPs are a good deal.

Your Stock Grants May Come With Strings Attached

Bruce Brumberg
The days of exercising your stock options, pocketing the gains, and walking to a direct competitor may soon be over. Your company may put noncompete forfeiture provisions in your stock grants.

Sunk By Options

Russ Banham
Journal of Accountancy
Although stock options are no longer perceived as a quick path to riches, they still can be a powerful wealth-builder.

How Employees Value (Often Incorrectly) Their Stock Options

Wharton School
Research shows that employees tend to misunderstand the basic economics of stock options. In many instances, a gap separates employees' valuation and what their options are theoretically worth. (Registration is required.)

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