Employee PlanS

 

Employee Stock Plan Administration Services

As a full-service transfer agent and trust company, Odyssey offers a wide range of services to our clients, including a robust Employee Plans solution to simplify and empower your team. Our plan administration services include Complete Equity Incentive Plan management solution for Employee Share Purchase Plans (ESPPs), Stock Options, PSUs, RSUs, DSUs, Phantom Awards, and Stock Appreciation (SARs)

With our user-friendly and intuitive platform, stock plan participants can view current award balances and historical transactions, exercise their awards, request the sale of vested shares, make tax elections, and more.


Industries We Support

We serve a wide range of industries, including technology, health care, energy, and financial services, and provide services for both publicly listed and private corporations.

Regardless of your industry, we’re here to help with high-touch expertise and a host of services that benefit stock plan participants.

Our Services Include

Long Term Incentive & Share Purchase Plan Administration

Trading

Software

Reporting

Compliance

Call to Learn More

Odyssey brings years of experience to support you with your employee stock purchase plan administration. With customized solutions, our dedicated and responsive team addresses your pain points when it comes to stock plan administration. Call us today to learn more about our employee plan services.

Contact the Odyssey Team Today

For more information on our Employee Plans Services

employee plans - FAQ's

Simplify and empower your team. Participants can view current award balances and historical transactions in downloadable eStatements format or CSV/Excel. They can exercise their awards, request the sale of vested shares and make tax elections. They can accept grants online and make tax elections and enroll in purchase plans. Form filing, task notifications, AGM voting, proxy voting and surveys are simple and seamless.

Switching providers or upgrading from managing your stock plan on spreadsheets doesn’t have to be painful. Our onboarding process is smooth and seamless, and you’ll be guided by a team of experts every step of the way.

Long Term Incentive Plans (LTIPs) are programs that provide a potential award to key employees above and beyond their basic salary. An LTIP offers incentives and bonuses over fixed long-term periods, usually more than three to five years.

We provide an easy-to-use platform for both publicly listed and private corporations. Tailored with your branding, we become an extension of your business and our CEP-certified experts become part of your team. As your company grows and evolves, we keep an accurate record of changes in ownership, stock dilution and your investors in one clearly defined and manageable space.

Odyssey is a full-service transfer agent and trust company with offices across the US and Canada and Co-agents in London, Hong Kong and Australia. We make things simple, fast and easy for our clients and their shareholders.

Learn more about the many Services we provide to our clients and view Our Team.

Questions?

Our Dedicated & Experienced Team at Odyssey Can Help