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Module 3 - ESPP Setup and Ongoing Administration (ESPP Essentials)

Module 3 - ESPP Setup and Ongoing Administration (ESPP Essentials)

Only available as part of a package

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

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CEP Credits
1.00 CEP credit  |  No certificate available
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