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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.

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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.