Ebook
Employee Stock Purchase Plan Management
Certent Equity Management simplifies employee stock purchase plan administration by automating enrollment, payroll elections, purchases, and reporting. Its participant portal allows employees to self-enroll, manage contributions, and track transactions, while administrators can configure offering periods, purchase rules, and residual handling with full audit trails. The system supports multiple purchase periods, fair market value definitions, \$25K limits, and flexible contribution handling. Comprehensive reporting tracks 11 types of dispositions, calculates tax impacts, and ensures compliance with GAAP and IRS requirements. With real-time data, robust communication tools, and automated workflows, organizations reduce manual effort, improve accuracy, and ensure cost-effective ESPP complian
