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
- Complete equity incentive plan management solution for Plans Trustee, Stock Option (SOPs, ISOs and NQOs), Performance (PSUs), Restricted (RSUs), Deferred (DSUs), Phantom Awards, Incentive, Stock Appreciation (SARs) and Employee Share Purchase Plans (ESPPs)
- Maintain and reconcile all eligible participant and future participant data, including management of employee communications
- Customized company branded home page, including single sign on capability
Trading
- Employees can see stock prices on their plan portal, 24/7
- Securely make a trade online or through the mobile application
- Multicurrency settlement options, and direct settlement to your employees account
Software
- Our Employee Share Plans software is powered and administered by our third-party provider Global Shares. Global Shares is a market-leading, comprehensive and tailored solution for the provision of administration plan services
- Once logged in with our secure, two step authentication process, employees have 24/7 personalized access
- Third party security audits, penetration testing, SSAE18 controls, client assurance visits and security due diligence
Reporting
- Client web portal to allow the Administrator to view all relevant information, including customizable board, financial and demographic reporting
- US GAAP with ASC 718 to IFRS 2 financial reporting
- Employee tax reporting and easily automate your expenses, disclosures, deferred tax, and EPS reporting
Compliance
- Simplify governance and compliance issues, manage insiders and directors’ dealing. Including the placement of restrictions on individual stock allocations or minimum share ownership requirements
- Access to a specialist in-house advisory team dealing specifically with legal and tax compliance
- We comply to the letter with strict regulation protocols and use industry best practice encryption standards, including continuously monitoring data to identify and manage potential threats
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.
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.
