Charles Schwab: Stock Plan Services: Administrators: Overview

Printer-friendly
Type Size: A A A

Stock plan administration services

You're busy—let us worry about your equity compensation issues for you. Our full plan administration solution is designed to save your organization time, money and resources.

Paula Woodman, Director, Plan Administration

Let a dedicated Schwab Administration Team manage your stock plan. The Schwab Stock Plan Services Team will work with you to create a comprehensive and customized program to meet the needs of your organization and employees.

Whether you fully outsource your stock plan administration to Schwab, or retain a portion of your administration in-house, you will immediately begin to realize the impact of our equity compensation solutions, such as:

Real-time access to data
Customizable reporting solutions
Executive services
Employee education and advice

Schwab stock plan administration—features

Full-service recordkeeping for your stock plans: stock options, restricted stock, performance shares and stock appreciation rights
Online access to plan data via Schwab EquiView® and Schwab StockPlanManager®
A stock-option expensing solution that enables you to comply with FAS 123(R)
Customizable online grant acceptance
Calculation of taxes payable
Corporate disbursement account to facilitate settlement and audit tracking for your company
Customized reporting solutions
ISO disqualifying disposition tracking
SEC and FASB calculations and reporting
Specialized services for executive transactions and reporting

Stock Plan Administrators:
Online access to plan data via Schwab EquiView® and Schwab StockPlanManager®

Co-Sourced Administration

Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Co-Sourced Administration makes it easy to build the right solution for your company.