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.

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 123R
• 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