Products & Services

Build employee ownership with a plan tailored to your needs

We offer expert employee stock purchase plan management and administration for:

Internal Revenue Code Section (IRC) 423 ESPP

• Track and report disqualified dispositions
• Accommodate plans with look back features
• Service plans with overlapping offering periods
• Track IRS $25,000 limit

Contributory ESPP

• Differentiate between employee and employer contributions
• Monitor employer contribution restrictions

Open Market ESPP

• Administer discount for participant purchases
• Monitor employer designated restrictions on participant sales

Computershare makes plan administration easy for you:

• Expert client service from trained financial professionals
• Web-based access to participant account information and key reports, 24 hours a day, seven days a week
• Client service team members are able to handle your most complex plan needs.
• We flag insiders and key executives on our system to ensure they receive an appropriate level of service-and so that we can work with your administrative and legal teams to automatically manage blackout periods and facilitate seamless filing of insider SEC documentation.

In addition to standard reports, our recordkeeping system allows us to create management reports for you using any criteria you choose, "on the fly."

We provide complete support for your employees:

• Full service. Our call center is staffed with licensed participant service representatives who conduct transactions immediately for your employees.
• Executive services. A specially trained team of licensed financial professionals within our contact center is dedicated to handling your employees' questions and transactions. We can assign a separate contact center team for your executive participants for even more personalized service.
• Self-service capabilities. Your employees have around-the-clock access to their accounts through our participant Web site or over the telephone through our interactive voice response system.
• Flexible sales capabilities. Your employees can place limit and market orders, as well as sell shares by share lot.
• Complete reporting. We can provide your employees with tax reporting, cumulative account statements, and transaction confirmations-at whatever frequency you determine.
• Planning and education. You can use our materials to help your employees understand your plan, and you can choose to offer the Ernst & Young eAdvisorTM suite of advanced, easy-to-use financial planning tools and services.
• No brokerage account required. Your employees never receive unwanted solicitations for additional services.