Learning Center

Understanding the Administrative Impact of Retirement Provisions

Understanding the Administrative Impact of Retirement Provisions

Many companies give retirees special benefits in their equity plans without realizing the special accounting, tax, and other impacts arising from that decision. Learn about the common types of retirement provisions for a variety of award types, explore the concept of a "substantial risk of forfeiture" versus a plan's definition of vesting, and consider how those concepts work together to impact plan administration, accounting, and tax.

All attendees are required to register in advance. 

  • NASPP Members: Current NASPP members can attend at no cost.
  • Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

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Presentation
Recorded 10/02/2024  |  75 minutes
Recorded 10/02/2024  |  75 minutes
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CEP Continuing Education Credit
1.25 CEP credits  |  Certificate available
1.25 CEP credits  |  Certificate available This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.