Interested in learning about our services?  Let's talk.

Tell us about the issues you are facing

Stock & Option Solutions

SOS Educational Webcast:

Ready, Set, Release!
Streamlining and Simplifying your RSU Release Process


Restricted Stock Units (RSUs) have become one of the most commonly used equity vehicles for employee compensation.  There are many challenges to handling RSU grants, such as taxation, accounting, and grant agreements, but the most important aspect of this equity has to do with delivering their value to the employees – otherwise, there’s not much point in having them.
So what does that mean to you?  It means knowing the release process, from start to finish, preparing for the release, auditing reports and employee taxes, and communicating the release to the involved and impacted parties both internal and external.  This webcast will help you make sure you have all the tools you need to have a successful and streamlined RSU release.




(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

Equity Compensation Webcast

How SOS Can Help

Stock & Option Solutions Professional Resources team can help you with our line of Restricted Stock Solutions and services including, but not limited to, the following:

  • Assisting onsite during busy release or grant periods

  • Project Management for large or frequent release events

  • Building a case to present to management to modify vesting to reduce the frequency of vesting events

  • Participant Communications

    • Streamlining and/or automating release communication

    • Developing, updating or enhancing release communications including presentations, FAQs, website content, etc.

    • Call center support to answer participant questions

  • Creating custom reports

    • Correctly formatted exports to your payroll system

    • Modeling tax estimations for upcoming releases

    • Non-employee expense for RSUs (straight-line or accelerated)

    • Journal Entry reports for RSU releases (vary depending on tax payment method)

  • Creating, updating or enhancing RSU policies and procedures

    • Building or enhancing the process to get taxes to the IRS within the 1-day required timeframe (when the cumulative taxes due exceeds $100K)

  • Analyzing current practices and recommending concrete ways to improve current processes

  • Working with internal departments and external partners to streamline the release/automate  steps in the release process