Module 3 - ESPP Setup and Ongoing Administration (ESPP Essentials)
Explore the processes and procedures necessary to effectively manage an ESPP. Topics include:
- Recordkeeping systems and framework
- Handling Enrollment
- Ongoing contribution management/changes/withdrawals
- Monitoring plan limits (shares, contributions, value of shares purchased)
- Purchase processing
- Quarterly and annual reporting
- Event related reporting
- Core reconciliations
Length: 60 minutes
Key:
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Presentation
Open to view video. | 60 minutes
Open to view video. | 60 minutes
Slide Deck
Open to download resource.
Open to download resource.
Quiz
15 Questions | Unlimited attempts | 7/15 points to pass
15 Questions | Unlimited attempts | 7/15 points to pass
Feedback Form
8 Questions
8 Questions
CEP Credits
1.00 CEP credit | No certificate available
1.00 CEP credit | No certificate available
Answers to Activity
Open to download resource.
Open to download resource.
