Compensation Design

We specialize in Equity Compensation programs. We provide services for taking better advantage of current programs and for the creation of completely new programs. Our experience in this area is extensive and our work is both creative and effective.

Our experience includes:

Appreciation vehicles (stock options, stock appreciation rights)

Full and partial value programs (restricted stock shares and units, phantom stock)

Purchase programs (IRC 423 plans, non-qualified plans, management plans)

A strong portfolio of equity programs is often a better solution than a single plan. We can even help you link the above programs to each other and to performance criteria. Rewards that are earned or accelerated through well-designed performance goals provide an effective measurable reward system. We can help you move to performance-based programs at your own pace.

Our design services focus on a philosophy of integrated, total rewards pay. Compensation designed in a vacuum only works for short-term issues. For a program to be truly effective it must work well with benefit programs, work-life programs and most importantly your corporate culture.   We will assist you in structuring and communicating your programs to reach your goals.

Equity Compensation Administration

Have you ever wondered if there was a better way to administer your programs? We can help analyze your situation and recommend a software or outsourcing solution to meet your needs. Our staff has experience working with all areas of equity compensation administration. Including HR, Payroll, Legal, outside providers and, in this new age of equity expensing, Finance and Accounting.

We can provide assistance in the recordkeeping and administration of all types of equity programs.

Our services include:

Determining best practices

Training new staff

Documenting processes

Dealing with a corporate action or event.

RFP creation. Determining the best provider or software for your needs.

Rules and regulations such as those for FAS 123R, 409A and the new Proxy requirements have added multiple layers of complexity to administration. When you include the requirements from Sarbanes, Oxley, international tax regimes and various new equity instruments the result is more changes than your software, outsourcing providers or internal staff can keep up with on their own.

Our staff includes well-known lecturers and industry experts on these issues. We can help reduce the effort, errors and frustration in every aspect of your program.