Stock & Option Solutions

Summary

Materials

Julie Kenia from Stock & Option Solutions is joined by Emily Cervino, CEP, Fidelity Stock Plan Services, and Liz Stoudt, CEP, Radford to explore the most recent ESPP findings from the 2016 Fidelity /Radford ESPP data analysis. Discover plan design prevalence, how plan design impacts participation, industry variances, and a look back to see how things have changed since the 2014 study. We will also analyze participation levels and shareholding patterns after purchase for various plan types and demographics. Whether your company has an ESPP already or is thinking of implementing one, you will learn how new designs or changes can help you get the most out of your ESPP.


Speakers:

Julie Kenia, CEP, Stock & Option Solutions, Inc.
​​​​​​Emily Cervino, CEP, Fidelity Stock Plan Services
Elizabeth Stoudt, CEP, Aon Hewitt / Radford Valuation Services


SOS Educational Webcast

Market Trends in ESPP Design

February 28, 2017

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