Publications

How to Make Sense of Pay vs. Performance Data

PvP data can be leveraged to assess whether executive compensation exceeds the market and how it aligns to the return realized by shareholders over that same period. In this publication, we share what you need to know about using the SEC’s new pay vs. performance disclosure to inform decisions about executive pay. As published in…

Creating ESPP Engagement All Year: Multi-Channel, Year-Round Communication

Until recently, employees often heard about ESPP benefits from their employers once or twice a year— usually during open enrollment. However, studies have shown that frequent communication is essential for keeping ESPP benefits top of mind and reinforcing the employee value proposition. Learn more about how a multi-channel, year-round approach can keep the conversation going…

How Your HR Team Can Improve An Equity Compensation Communication Strategy

Developments in technology have facilitated an easier path to reach participants and educate them on equity compensation plans so they can fully maximize all of the benefits that come along with these offerings, and in turn, boost engagement rates. Read more on how your HR team can improve their equity compensation communication strategy.

5 Ways Poor Communication is Hurting Your Equity Compensation Programs

Research has shown that when an organization lacks a solid equity compensation communication strategy, equity programs can fall short of their potential, and may even struggle to attract your employees’ attention. In this white paper, our expert team examines five ways poor communication is hurting your equity compensation programs with proven solutions.

Global Foundries Case Study

GlobalFoundries (GF) is a semiconductor manufacturer (or fab), headquartered in the U.S., that employs a broad workforce from hourly workers to highly skilled engineers. GF faces tough competition for talent in the technology industry. It competes with “high techn” companies that offer competitive cash and equity compensation, but do not maintain a workforce as diverse…

Confluent Case Study

As part of going public, Confluent senior management and a cross-functional team put together a comprehensive equity strategy and technology-enabled communication program to ensure employees were aligned with new investors and shared in the opportunities afforded by their IPO. Confluent decided to allow employees holding vested stock options and Confluent common stock the ability to…

The Issuer’s Guide to Cashless Participation

Cashless Participation 101 Maybe you’ve seen Cashless Participation mentioned in a LinkedIn post, perhaps you’ve seen it show up on an industry conference agenda, or maybe you’re offering it at your company. Regardless of where you may have noticed it, Cashless Participation is working its way into the fabric of Employee Stock Purchase Plans (ESPPs)…

Counting the Costs and Balancing the Benefits

Financial Engineering for ESPPs. Fidelity Investments and Infinite Equity teamed up to explore how ESPP elements fit together to help companies engineer a plan to manage financial implications and deliver balanced benefits.

The Forgotten Participant: Nonqualified ESPPs for Your Essential Workers

Background and Current Market Environment The COVID-19 pandemic has placed compensation and benefits front and center, particularly for front-line employees (“essential workers”) like grocery store, warehouse, and food-service workers who do not have the luxury to work from home. These employees do not necessarily have adequate safety gear, access to health care or paid family…

Auto-Cancel Options

Options that cancel automatically upon a pre-determined price drop can save companies from the challenges of deeply underwater options.