End-to-End Stock Plan Services

Imagine having one consulting firm that can help you design a competitive equity compensation program for your global workforce, help create the optimal operational model, line up the best-in-class vendors to support that model, and help you transition to those vendors. 

Imagine that the same consulting firm has stock plan data experts who can migrate the stock plan data from one record-keeping platform to another...and have plan operations experts who can manage your day-to-day stock plan management tasks and manager your vendors, allowing you and your team to focus on more strategic initiatives. 

Imagine no more.  Our team of equity compensation experts can help you with every aspect of equity plan design, administration, and compliance.

Stock Plan Administration Vendor Search Service

Our unique collaborative vendor search approach allows us to offer that service at a price that is fully funded by savings from the first year under the new service contract. 

• Click here to download our whitepaper on vendor evaluation entitled "Overcoming the Challenges of Equity Compensation Plan Service Provider Selection & Transition," which was published in GEOnomics 2011 book.
• Click here to download our vendor selection process overview.

Please contact us to learn more about our full suite of vendor optimization services.

Form 3921/3922 Service (annual informational returns required under the IRC Section 6039)

For more information, please visit our Form 3921/3922 page, or to talk to one of our consultants (or to request a firm fee quote), please email us at 6039@ispadvisors.com.