Equity Expert: A Podcast from the NASPP

5 Trends in Stock Administration Staffing and Practices

National Association of Stock Plan Professionals

Leveraging data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey, this episode highlights trends in staffing and placement of the stock administration function, telework, excess tax withholding and education formats.

Host: Jennifer Namazi, Content Director, NASPP

Guest: Barbara Baksa, Executive Director, NASPP


Episode Notes: 

Where is the Stock Administration function typically housed within an organization? (3:47)
Staffing Stock Administration in house: number of dedicated personnel (5:58)
Telework trends (10:13)
Excess tax withholding: how many companies are doing it? (14:06)
Education trends and the role of the in-person presentation (19:40)

Resources mentioned in this episode:

5 Trends in Stock Administration Staffing and Practices (NASPP Blog)
Top Trends: Plan Administration, ESPPs, Ownership Guidelines, Insider Trading Compliance (NASPP Webcast)
Administrator's Corner: Multigenerational Communications (The NASPP Advisor)
Communication in the Multi-Generational Workforce (NASPP Blog)  


Like this episode? Subscribe to the podcast to receive notifications about new episodes. 

Support the show