Employee Stock Plan Services

Employee Stock Purchase Plan Solutions

BNY Mellon Shareowner Services provides unique solutions for employee stock purchase plans.

Our platform supports:

• 423-qualified Plans
• Non-qualified Plans
• Leveraged Plans
• Save as You Earn Plans (UK-qualified)

To help you effectively administer your Employee Stock Purchase Plan, our flexible system allows you to create reports in real time.

You may:

• Create on-demand or scheduled reports
• Choose from PDF, Excel, CSV and other formats
• Select variable data filtering options
• Receive email notifications of successfully executed reports

To support your FAS 123(R) requirements, our partner, Equity Methods, offers complete solutions for FAS 123(R) compliance, including option valuation, model input assumption development, forecasting tools and a variety of reporting solutions comprising a full suite of audit, Compensation Expense, Deferred Tax Asset, EPS Dilution and A240 Disclosure reports.

Furthermore, our participant support provides the services, information and education to help your employees understand and appreciate the full value of this important benefit and help you achieve the unique goals of your employee stock purchase plan.

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