Why You Should Offer an ESPP
The employee stock purchase plan (ESPP) is a great benefit to offer, and the research proves it! We’ll kick off the day with a look at the top reasons why you should offer an ESPP and the stats that back it up.
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ESPP Fundamentals
This session will introduce you to the ESPP. Learn the differences between a Section 423 tax qualified plan and a non-qualified plan, review plan terms and definitions, tax considerations and discover the many features to consider when designing your own program.
Designing an ESPP
This session will take a deep dive into ESPP design. Discover the thought process to undertake when deciding to implement a new plan or update an existing plan. Panelists will also review the many variations to plan design and when it may be beneficial to implement a more robust offering.
Day 1 Q&A / Open Discussion
We'll wrap up day one with questions and discussion with today's speakers.
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The Road to ESPP Launch
Ready to implement your company’s ESPP? This get started session will provide attendees practical steps and tips on how to launch your newly designed ESPP. We’ll discuss topics such as preparing board presentations and proxy material for shareholder approval, best practices on choosing a trusted vendor, and much more!
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How to Make it All Work? Ongoing Administration of an ESPP
Once your ESPP has launched, there will be important ongoing administration duties required by you and your trusted vendor. This session will provide tips on the necessary ongoing administrative processes and best practices to keep your ESPP running like clockwork.
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Day 2 Q&A / Open Discussion
We'll wrap up the day with questions and discussion with today's speakers.
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Accounting & Qualified (Section 423) Plans – Calculating the $25K Limit
Tax qualified ESPPs have a number of rules that govern their design. One of the more challenging ones to administer properly is the $25,000 annual limit on ESPP contributions. This session will explore the complexities as well as provide tips on how to properly calculate this limit for plan participants.
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Considerations When Extending your North American Plan to International Employees
Offering an ESPP can be a great benefit that allows everyone around the world to participate equally. But launching such a plan has its own challenges. This session reviews those challenges and offers guidance on how best to navigate them.
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Day 3 Q&A / Open Discussion
We'll wrap up the day with questions and discussion with today's speakers.
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SIP & SAYE Plans in the UK
This session offers you a high-level overview of the Share Incentive Plan (SIP) and the Save As You Earn (SAYE) plans offered in the United Kingdom. Find out why these plans are a great benefit to offer your UK-based employees.
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RRSP and TFSA: Enhancing the Canadian ESPP
Both the TFSA and RRSP are designed to provide a tax benefit to plan participants in a Canadian ESPP, allowing them to earn more from their investments. This session provides a primer on how both work and how they benefit both participants and your company.
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Final Q&A and ESPP Week Wrap Up
We'll wrap up the final day of ESPP Week with questions for today's presenters and some closing thoughts on the week.
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