Stock Plan Services

SPS/GZ is a specialized stock plan administration firm that provides…

stock plan outsourcing to both public and private companies. The main distinction between SPS/GZ and other firms is our dedicated, personalized service and our commitment to complete outsourcing in all disciplines related to equity compensation. Just like our 1099 service, our stock plan administration clients know who their representatives are and can call on them to obtain prompt answers to their questions and swift resolution of complex issues. SPS/GZ manages the administration of most equity compensation instruments, including Employee Stock Options, Restricted Stock (RSA/RSU), Stock Appreciation Rights (SARs), Performance-Based Awards and Employee Stock Purchase Plan (ESPP) programs. We have a team of certified professionals who offer best-in-class administration solutions. Our robust offerings include database audits and implementations, all daily administration tracking and processes, correspondence with brokers and transfer agents related to transaction processing, financial reporting assistance, taxation compliance and best practices consultation.

Stock Plan Outsourcing

Companies looking to set up an employee stock purchase plan often seek providers that offer comprehensive and reliable administration of their ESPPs. They expect accuracy in managing participant enrollments, contributions, and distributions, as well as compliance with relevant regulatory requirements and tax implications, whether issuing restricted stock or other types of employee stock options. Additionally, companies desire user-friendly platforms for both employees and stock plan administrators to navigate easily, access essential information, and make transactions efficiently. A trusted partner like SPS/GZ is the one to fulfill these expectations through our expertise in stock plan administration, robust technology solutions, dedicated customer support, and a proven track record of delivering high-quality services tailored to each client’s needs. With a focus on accuracy, compliance, and user experience, SPS/GZ can be seen as the perfect choice for businesses seeking a reliable and efficient stock plan administrator.

Restricted Stock

Restricted stock refers to company shares that are granted to employees or stakeholders with certain restrictions placed upon them, typically regarding transferability and ownership rights. These restrictions often include a vesting period, during which the recipient must remain employed by the company or achieve specific performance goals before gaining full control over the shares. Companies opt to issue restricted stock as part of employee compensation packages or incentives to align the interests of employees with those of shareholders, fostering loyalty, motivation, and long-term commitment. Additionally, restricted stock can serve as a retention tool, encouraging key personnel to remain with the company over an extended period. By tying the ownership of stock to performance or tenure, companies aim to enhance employee engagement, productivity, and ultimately, shareholder value.