The First Complete Stock Administration Outsourcing Solution
Stock & Option Solutions (SOS) has been at the center of the stock plan industry since 1999, a company built by stock plan administrators, for stock plan administrators. For over 10 years, SOS has delivered quality services bridging the gaps left by outsourcers and software platform providers. In doing so, SOS has become the leader and largest network of stock plan expertise and collective knowledge in our industry ecosphere.
Through this experience, SOS has built upon our unmatched understanding of the outsourcing business, and has maintained an unwavering focus on our core competency, stock plan administration.
When considering outsourcing, you want a leader. We bring our excellence to your plans, providing seamless transition, unmatched flexibility and an unparalleled level of service.
We will work with you to expand your definition of stock plan outsourcing. We offer our clients a three-tiered relationship management structure to ensure their needs are met in the most efficient manner possible while providing seamless management of your day-to-day operations.
Account Manager:
Day-to-day administration and overall plan management
Ongoing client employee support
Calendar of events to integrate stock administration function with other departments
Customized desk procedures to identify SOS responsibilities and client responsibilities
Compliance checklists to ensure tasks are completed timely and before period close
Equity Compensation Consultant Specialists:
Drive best practices for our clients and the industry
Provide specialized niche equity expertise for resolving customer issues
Subject Matter Expert on stock plan administration and consulting
Managing Principal:
Escalation point for clients and Account Managers
Oversees special events and client projects
Coordinates additional resource needs to meet customer needs
Ongoing account review meetings with clients
>> Page 2 >> Learn about our "Best of Breed" Approach integrating our software and brokerage partners...
For more information please contact a Stock & Option Solutions representative 888 SOS-0199