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Morgan Stanley at Work provides workplace financial benefits that build financial confidence and foster loyalty—helping companies attract and retain top talent. Our end-to-end solutions support your organization at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service; they include Equity, Retirement, Deferred Compensation, Executive Services, and Saving and Giving solutions. And while we’re fulfilling your company’s benefits needs, we’re also enhancing your employees’ financial well-being. Available with every solution we offer, our engaging Financial Wellness program provides employees with knowledge, tools, and support to help them make the most of their benefits and achieve their life goals.

Bank of America is a leading provider of benefit solutions and services to more than 6 million participants from many of the world’s top companies. We are uniquely positioned to deliver value through one connected experience powered by the extensive resources and industry-leading technology solutions we leverage across our entire organization. 

Our holistic and innovative offerings can help your employees — no matter where they are on their financial journey — feel cared for and supported with the opportunity to live their best financial lives. Paired with personalized guidance that goes beyond traditional workplace benefits, employees get more of what they need to manage their day-to-day finances and prepare for the future.  

Whether you choose to implement a standalone equity benefit solution or pursue an integrated approach with our broader Financial Life Benefits® offering, our equity compensation and employee stock purchase plan services deliver the experience, technology and personal service that can help meet virtually all of your stock plan support needs. For more information,  please visit us at Equity Compensation Services & Solutions for Businesses (bofa.com). 

Computershare is a global leader in transfer agency, employee equity plans, ​mortgage servicing, proxy solicitation, stakeholder communicatio​ns, and other diversified financial and governance services. The world's leadi​ng organizations work with us ​to maximize their relationships with investors, employees, creditors, members and customers.​​​​​

UBS Workplace Wealth Solutions collaborates with corporate clients to deliver customized solutions across a range of programs for the workplace including financial wellness, retirement, equity plans and institutional consulting. We currently provide more than 10,000 employers and their 2 million employees in over 150 countries with access to financial guidance, benefits programs that prepare them for retirement, and an integrated experience that combines the right mix of people and technology. We work side-by-side with our clients so that their employees – and they – feel rewarded at work and optimistic about realizing their long-term financial goals. 

J.P. Morgan understands that your company’s success is driven by the remarkable commitment and dedication of its employees.

Workplace Solutions is a holistic tech and service-based offering, created to empower your team to easily navigate their workplace incentives with confidence.

From stock plan management powered by Global Shares and financial education to wealth building and beyond - our intuitive solutions help you attract and keep talented people who believe in your company as much as you believe in them.

Contact us today to find out how we can help empower your workforce.

KPMG Global Reward Services professionals can help your organization meet the challenges associated with global employee reward plan design, implementation, administration, tax effectiveness, and compliance.

Whether managing costs, improving performance, evaluating global aspects, or attracting and retaining talent, our experienced team can help your company throughout the lifecycle of your total rewards program.

To learn more, click here.

Fidelity provides leading workplace solutions to meet the needs of our global clients and employees; including equity plans, retirement, financial wellness and total reward strategies¹.

Fidelity’s Stock Plan Services business provides global equity plan administration to 780+ clients and their 2.7m+ participant². Our goal is to help make your job easier and support your employees in understanding and engaging with their equity awards. 

Why do many companies count on Fidelity to help manage their global equity plans?

• Product and service excellence - ensuring our clients’ satisfaction is at a consistently high level
• Flexible global recordkeeping solutions; from full outsourcing to partial administration.
• Integrated reporting and tax management capabilities
• Intuitive industry-leading digital experience and educational support for participants
• Global service in 190+ countries with multilingual support; including translation services in nearly 200 languages
• Almost 800 dedicated global call centre representatives available 24 hours a day, 5 days a week
• Client-centred and knowledgeable teams with the most certified stock plan professionals in the industry³
• The potential to seamlessly integrate other workplace benefits on a single platform

Stock Plan Service’s combination of technology and people set us apart from the competition.

Our easy-to-use platform offers one central location to customize financial reports, track mobility taxation, and even model scenarios. It’s designed to accommodate your changing business needs and scale alongside your evolving equity program.

And when you need a hand, our dedicated support teams are here to help—whether it’s a quick fix from Client Services, strategic advice from Executive Services, or 24/7 phone support for administrators and participants.

For your participants, the Schwab Equity Award Center offers everything they need to stay on top of their awards. Using our mobile app or website, participants can enroll in an ESPP, accept grants, trade shares, receive alerts for plan-based events, and access a knowledge center for resources like how-to guides and webinars. And don’t forget about our 400+ branches nationwide.

With Stock Plan Services, you’ll be able to streamline your processes, support your team, and empower your employees to better secure their financial wellness.

Insightsoftware: a global provider of comprehensive solutions for Equity Management Professionals. With Certent Equity Management, we offer everything you need to manage, administer, and report on equity compensation plans, helping to streamline your equity management, minimize risk, and improve productivity.

Equity Methods provides valuation, accounting, and HR advisory services for share-based compensation and other incentive programs. We’ve provided ASC 718 services to over 1,000 clients. For 9 years, we’ve been rated #1 among stock plan financial reporting providers.

With 40 years of experience and prestigious credentials, Banque Transatlantique is an undisputed leader in the management of international equity plans, especially for the French side of non-French plan management. Almost 100 international companies have entrusted Banque Transatlantique with the management of their plans in France.
 

Carver Edison helps employees around the world become equity owners while saving their employers time and money.  Their patented Cashless Participation® technology empowers employees to participate in an ESPP without the payroll deductions, while their ESPP platform makes running a plan easier than ever, and gives employees a best-in-class experience. In just a few years since launching, Carver Edison has amassed nearly $1B  of authorized stock on its platform and has partnered with Morgan Stanley, JP Morgan and Infinite Equity among other industry leaders.

Founded in 2019, Infinite Equity is a leader in its field, providing professional advice and technology-enabled solutions that allow businesses to create and support a prosperous ownership culture. Infinite Equity is known for its success in assisting companies to increase the effectiveness and return of their equity programs, believing that equity compensation drives performance and fuels success.

Deloitte’s Global Employer Services (GES) practice delivers the full spectrum of services—from tax compliance, to rewards, risk, and consulting, to talent strategy and transformation—needed to manage a global workforce.  We have been operating our GES business for over 45 years, continuously growing and evolving how we support our clients as the market landscape evolves. Our team of collaborative problem-solvers bring new perspectives and deep-rooted strategic insight to uncover untapped value, resolve issues efficiently and creatively, and seize new opportunities to help you supercharge your reward programmes. 

At Deloitte, we want to make an impact that matters, for our people, clients and society. This is our purpose, and it's reflected in what we do, and how we do it. We are committed to playing a leading role in building trust in business, driving more inclusive and sustainable growth, and enhancing skills, education and inclusion for all. 

Aon Equity Services supports clients along the lifecycle of equity compensation, from plan design to financial reporting, communication solutions and points between. Aon’s expertise has made it the global industry-leading, one-stop shop for all of your equity compensation solutions.

Arnold Bloch Leibler’s Executive Compensation and Employee Share Schemes team provides commercial, taxation and employment advice to leading ASX listed companies, private companies and innovative start-up businesses on all aspects of the design, implementation and administration of their employee incentive structures.

We regularly advise clients on executive compensation structuring, founder top-ups, staff attraction and retention, tax concessions, regulatory obligations, loan and contribution plans and international tax related issues.

Our team is also actively involved with the Australian Taxation Office and industry peak bodies on all aspects of employee share schemes and our partners hold various committee positions within the Australian and international employee incentive community.

Rutgers School of Management and Labor Relations (SMLR) stands as a premier hub for expertise in the realm of labor relations, organizational sustainability, and evolving employment dynamics. As part of SMLR, you'll join a vibrant global community dedicated to fostering academic curiosity and equipping individuals with essential skills to shape the future of work. The Institute for the Study of Employee Ownership and Profit Sharing, within SMLR, is committed to exploring diverse models of employee ownership and profit sharing both in the United States and worldwide. By examining approaches that enhance financial participation and inclusivity in the economy, the Institute aims to empower employees, foster their full engagement, and ensure they share in the fruits of their labor.