What Is Stock Plan Outsourcing?
For most companies, the responsibility of managing stock plans usually falls on the shoulders of someone with many other responsibilities. Depending on the size of the company and complexity of the plan, it can require eight hours a week or something closer to 40.
Instead of putting this responsibility on HR, Finance, or Legal, why not give it to the experts at SOS? We have extensive experience with every major system and work with all company profiles. Upon implementation of our solution, our people and processes are completely integrated with your company's existing operational structure and cross-functional team, ensuring accountability and transparency in the management of your stock programs. Whether you are looking to outsource only the day-to-day administrative tasks, or need us to handle the equity accounting, Section 16, and participant education, SOS Outsourcing is flexible enough to accommodate your unique requirements and evolving needs.
What Our Clients Are Saying
Your Account Manager
Our team based approach assures that we have the experience to handle even the most perilous stock plan challenges
SOX Documentation Updates
Section 16 Assistance
Capitalization Table Management and Reconciliation
End-To-End Purchase Processing
Financial and Ad-Hoc Requests and/or Reports
Policy and Procedure Enhancements
Participant Support, Communications and Education
Liaison Between Transfer Agents, Brokers, Auditor and Outside Legal Counsel
For every system, we are the experts
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