Free eBook: Launching an ESPP step by step
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An ESPP (employee stock purchase plan) is a program which allows employees to use their wages to acquire their company’s shares, usually at a discount of up to 15%. While ESPPs have proven to be beneficial for both employers and employees, rolling out a plan can be confusing sometimes.
Together with one of our Certified Equity Professionals (CEP), John Bagdonas, we’ll look at the eight stages you need to go through to introduce an ESPP in your company:
- Define your ESPP goal
- Design and research for your ESPP
- Get approval
- Set up your plan details & rules (partner with a service provider)
- Plan the content of your communications
- Enrollment stage
- Track all events and administer on a daily basis
- Measure, review and improve
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Please Note: This publication contains general information only and Global Shares is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. The Global Shares Academy is not a substitute for professional advice and should not be used as such. Global Shares does not assume any liability for reliance on the information provided herein.
