Outsourcing & Co-Sourcing
Full Equity Plan Administration
Managing an equity stock plan for employees and non-employees means staying current with regulations and software updates and submitting reams of reports. FRS Equity Strategies stock plan administrators can shoulder that burden for you, in whole or in part. We can provide staff on-site in your office or work remotely from one of four FRS offices located across the country.
You gain the expertise of our trained staff, while minimizing your own staffing and training needs. FRS plan administrators are always up-to-date on regulations and use our time-tested tools and best practices to complete work accurately and efficiently.
Our stock plan administrators are all CEP certified and have at least 5 years corporate experience. They follow our strict security and risk management procedures to ensure compliance with SEC requirements. We are SAS70-certified dated January 31, 2010. An internal audit was completed of our control procedures and we have demonstrated compliance with the Statement on Auditing Standards 70 for service organizations (SAS70), an important element in Sarbanes-Oxley compliance.
A Complete Range of Services
Our stock plan administrators can assist with any or all aspects of your program, including:
- Grants
- Exercises
- Releases
- Forms 3, 4 & 5 Filings
- Software conversions
- Database work:
- Data corrections
- Mergers
- Recapitalizations
- Upgrades
- Data corrections
- Quarter-End/Year-End
- Reconciliations
- ASC Topic 718 (FAS123R)
- All other stock plan work
And of course, they are proficient in all the leading software applications:
- Equity Edge (E*Trade)
- EMS (EASi / Equity Administration Solutions Inc.)
- Express Options (Transcentive)
- OptionEase
- CapMX (EProsper)