Our Services
SPS/GZ provides outsourcing and consulting services to public and private companies. Whether your company offers Stock Options, Restricted Stock, or Employee Stock Purchase Plan (ESPP) programs, the certified professionals at SPS/GZ offer best-in-class administration solutions.
SPS/GZ is your one-source solution that provides:
- Complete, reliable Stock Option, Restricted Stock and Employee Stock Purchase Plan (ESPP) outsourcing and consulting services
- IRC Section 6039 mailings and filings
- Option and ESPP plan design, implementation and daily administration
- Accounting/Financial Reporting:
- Black-Scholes/Binomial Lattice Models valuations and related footnote preparation for employee & non-employee option grants, as well as restricted stock and ESPP (in accordance with FAS 123(R), FIN 44, SAB 107 and EITF 96-18)
- Calculation of common stock equivalents for EPS purposes (FAS 128)
- Financial modeling as it relates to equity compensation instruments
- SEC and IRS compliance
- Taxation assistance for equity plans
- Employee communication
- Financial reporting consulting
- Transfer Agent services through an alliance partner
- Corporate Governance and Investor Relations services through an alliance partner
- ESOP & 401(k) Administration and Internal Revenue Code Section 409A compliance advisory services through an alliance partner
Features of the SPS/GZ solution:
- Elite technological software solutions
- Toll-free hotline for employees
- Dedicated, knowledgeable service representatives
- Strategic relationships with other vendors and service providers
- Regular updates on current trends and new pronouncements related to stock plan administration
- For E*TRADE Corporate Clients:
- On-line trading for employees
- 24/7 on-line access to account information
