Overview Stock Plan Services

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• Solutions for Administrators
• Collaborative Administration
• Dedicated Service Team
• Stock Option Expensing
• Timely Reporting
• Web Tools
• Employee Stock Purchase Plans
• Custom Stock Grant Management
• Benefits of Outsourced Plans

Stock grant management solutions for administrators and participants

Schwab makes managing stock grants simple for both administrators and participants via Schwab EquiView®, Schwab StockPlanManager® and Schwab Equity Award Center®.

For administrators

Schwab EquiView — Administrators, manage stock grants with the most advanced recordkeeping system in the industry.

• Tracks participant location at grant, vest and exercise
• Full audit capabilities for grant activity, movement and all changes to data
• Single-step true-up capability for highlighting data differences
• Valuation and assumption reporting at grant, tranche and group levels
• Original grant vesting schedules are retained, even if modified

Schwab StockPlanManager — Enhanced technology featuring real-time reporting to help you manage your stock plan with greater confidence, convenience and control.

• Customizable online grant acceptance
• Report on which participants have accepted, declined and/or not yet responded via the online grant-acceptance feature of Schwab Equity Award Center
• Easily updated employee grant information via our secure web-based data-transfer tool
• Quarterly employee statements, including all equity grants

For participants

Schwab Equity Award Center —Custom Web site for participants, enables them to effectively manage their stock grants and other awards.

• Streamlined communications with participants by individual or by grant
• Online grant acceptance and tracking?accept or decline grants at the click of a button
• Hosting of custom plan documents and grant agreements
• Online educational tools to ensure your employees have the information they need