Schwab Collaborative Administration
The Set-Up Process
We have developed an account conversion process that ensures an efficient and accurate transition of your plan to Schwab. We will work with you to identify your specific needs, then develop and implement a customized program to address your challenges.
We have considerable experience in meeting aggressive conversion timelines and we will establish a mutually agreed upon conversion date.
Participant Communication Strategy
We will work with you to create a communications strategy for your participants. We will assist you in creating and distributing customized communications to your employees.
You Will Have Access to the Following Services
Upon completion of the conversion and set-up process you will have access to the following:
- Administration of stock plans (any complexity-level)
- Equity Award Center® - participant Web site featuring online grant acceptance
- Full-service recordkeeping, with real-time access to data
with Schwab EquiView™ and Schwab StockPlanManager®
- A stock-option expensing solution that enables you to comply with FAS 123R
You Will Have Access to the Following Web Tools
Schwab EquiView
The recordkeeping system you've been looking for?follows FAS 123R guidelines to help you comply with expensing regulations.
Schwab StockPlanManager
Schwab's Web site for plan administrators.
Schwab Section 16 Center™
Schwab's personalized service and Web tool to streamline Sarbanes-Oxley reporting.
Schwab Equity Award Center
Our participant Web site featuring educational materials, modeling tools and transactional capabilities for all equity awards.
Schwab Complete Account Access
Access to all Schwab accounts via one Web site.
Schwab Service Scorecard®
Web tool to measure Schwab's performance on an ongoing basis according to our service standards.
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