EquityComp Associates - ECa



• Stock Plan Administrator
• Outsource Provider
• Ad-Hoc Projects
• Reporting

Whether reconciling the database reports or entering transactions - the ECa stock plan administrators are ready to go at a moment's notice.  From fully outsourced to ad-hoc, we can join a team immediately! 

All of us enjoy working in the dynamic environment of any stock plan department implementing new plans and processing transactions such as:

• Issuing grants in systems like Certent, Equity Edge, and Express Options.
• Banking performance units.
• Verifying tax calculations on participant trades.
• Answering questions and requests for national and international participants.

We work closely with a client's stock plan team, their internal partners like payroll, legal, accounting, and tax as well as with their exterrnal partners like their broker and transfer agent. Our objective is to provide the information as they request it and as quickly as possible. 

Other activities include: 

Data Conversions

Implementations

We support internal partners, run and reconcile financial reports, update quarterly and year-end rollforwards, as well as:

• Reconciling stock-splits.
• Processing a recapitalization and cashout of options.
• Development and filing of Section 16 Forms 3, 4, 5.
• Managing ESPPs.

Our experience includes rolling out option, employee stock purchase, and performance plans as well as reconciling both administration and financial reports back to a client's database.

The ECa team works with incentive and nonqualified stock options, employee stock purchase plans, restricted stock and restricted stock units, performance RS and RSUs, dividends, and dividend equivalents.  

Still have questions? Please contact us anytime! We look forward to hearing from you.

Call us at 860-875-1579