PLANSPONSOR - October/November 2019 - 5

Thought Leadership | Sponsored Section
E*TRADE Annual Stock Plan Participant Survey
Bridging knowledge gaps around stock plan benefits helps drive value and
engagement for your participants
Stock plan benefits drive participants'
perception of ownership and recognition
Stock plan participants are looking for guidance as
it relates to important considerations as their vest
date approaches and how to include their stock
plan benefits into their overall financial strategy
59%
46%
My stock plan
provides me with
a sense of ownership
in the company
My contributions to my
company's performance are
acknowledged through the
equity grants I receive
Participants require assistance with
understanding how their stock plan benefits
work and potential tax implications
Overall information
48%
What actions can be considered
when stock plan benefits are
granted and/or vested
Company-specific information
55%
Details about the specific stock
plan benefit received or eligible
to participate in
51%
Educational guides
and FAQs
59%
Understand
their vesting
schedule
53%
Understand how
their stock plan
benefits work
31%
Understand
the impact
of taxes
Stock plan benefits can be one of the most
appreciated ways to reward and ultimately
engage your workforce. Companies should
be thinking about education to address the
need for more understanding around this
valuable benefit.
E*TRADE is a leader in delivering innovative technology, tools, and educational resources to help your
stock plan participants manage their benefits, empowering them with the knowledge and information
needed to take ownership when investing for their financial future.
Source: The data referenced is derived from E*TRADE
Securities LLC's proprietary Annual Stock Plan
Participant Survey conducted in April 2019. E*TRADE
is not affiliated with PLANSPONSOR.
The laws, regulations and rulings addressed in this
presentation and by the products, services and
publications offered by E*TRADE Financial Corporate
Services, Inc. and its affiliates are subject to various
interpretations and frequent change. Product
descriptions
and
instructions
in
this material
are general in nature and are not intended to
replace documentation and instructional materials
distributed by E*TRADE Financial Corporate Services,
Inc. and its affiliates. E*TRADE Financial Corporate
Services, Inc. and its affiliates do not provide legal,
accounting or tax advice. Always consult your own
legal, accounting and tax advisors.
This is not an offer to sell or a solicitation of an
offer to buy securities, products or services, by any
person or entity in any jurisdiction or country where
such distribution or use would be contrary to law or
regulation.
The E*TRADE Financial family of companies provides
financial services that include trading, investing,
banking and managing employee stock plans.
Employee stock plan solutions are offered by
E*TRADE Financial Corporate Services, Inc.
Securities products and services are offered by
E*TRADE Securities LLC, Member FINRA/SIPC.
In connection with stock plan solutions offered
by E*TRADE Financial Corporate Services, Inc.,
E*TRADE Securities LLC provides brokerage services
to stock plan participants.
E*TRADE Financial Corporate Services, Inc. and
E*TRADE Securities LLC are separate but affiliated
companies.
©2019 E*TRADE Financial Corporation. All rights reserved.
39%
How stock plan
benefits fit into an
overall financial plan

PLANSPONSOR - October/November 2019

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