Equity plan administration — also known as share scheme administration in the UK and South Africa — is the process of managing an employee equity award from grant through to vesting, settlement, tax reporting, and ongoing participant communication. Companies use equity management software to automate this process, rather than relying
Managing employee share plans on spreadsheets is a risk most finance teams can no longer afford to take. Using share plan administration software provides a safer and more efficient solution, and exploring the right share plan administration software can transform the way organisations manage equity plans. As plans scale across
Whether you are overseeing your company’s Long-Term Incentive Plan, participating in your company’s incentives, or engaged in the financial accounting and reporting of these plans, you’ve likely encountered the abbreviation “TSR” – total shareholder return. But what exactly is TSR? Total Shareholder Return basics Investors who hold shares expect returns
Choosing the right share plan administration software is one of the most consequential decisions a rewards or finance team can make. Managing employee equity plans via spreadsheets was defensible at 50 participants in a single country. At 300 participants across five countries — each with its own tax treatment, vesting
Let’s be honest, spreadsheets just aren’t cut out for managing equity plans. As your company grows, things get complicated fast: more employees, more countries, tighter compliance rules. Suddenly, mistakes creep in, missed vesting dates, settlement deadlines slipping by, and those frustrating audit trails you end up scrambling to assemble at
