Administrators

7 Ways to Educate New Hires about Employee Equity Compensation

Discover 7 ways to educate employees about equity compensation and understand equity ownership.

How to Navigate Equity Compensation Growing Pains

Discover what equity compensation is and how your company can navigate equity compensation plans over growth.

Boosting Employee Share Plan(s) Engagement With Your Communications

See communication tips to boost employee share plan engagement like using a share plan administration software.

Our Continued Commitment to Our Customers

During this time of global uncertainty caused by the novel coronavirus (COVID-19), we want to assure you that the Shareworks by Morgan Stanley team is committed to supporting you.

Is Your Equity Plan Ready for the New Year?

Granting Equity Globally: What Legal and Finance Need to Know

Gender and Compensation at VC-backed Startups – Where Are We Today?

Compensation is the most intimate way a company can interact with its employees. For far too long, compensation managers and committees have operated behind closed doors, keeping pay guidelines...

Are Direct Public Offerings the Latest Silicon Valley Disruption?

Among this year’s highly anticipated lineup of unicorn public offerings, one stood out from the rest. Following Spotify’s 2018 direct public offering (DPO) success, Slack became the second...

Stock Option Lending: The Fastest Growing Market in the Private Company Liquidity Toolbox

At this point, it has been incredibly well documented how private companies are taking longer to make the leap and launch into the public arena. Despite the recent run of IPOs that resulted in...

Avoiding the Most Common Cap Table Pitfalls

Equity changes lives. While it may not be the lowest risk path to wealth, building something from nothing can be incredibly rewarding, both in personal satisfaction and financial outcomes. As...

It’s never too soon to prepare for year-end tax reporting

With school back in session, Pumpkin Spiced Lattes returning, and year-end tax and reporting creeping up, you’re probably feeling like these events are starting earlier and earlier each year....

Three Ways to Amplify Engagement – Infographic

  Looking for actionable employee communication tips? The communication workflow can be a big challenge for plan administrators, and it can often fall to the bottom of the to-do list. But, when...

How to Engage Participants at a Private Company

  Take a look at this scenario: your employer offers a 401k retirement program with a contribution match(also known as free money), but you decide it’s too complicated to take advantage of the...

7 Essential Questions to Host Your Own Equity Fireside Chat

    Calling all plan admins. Ready to kick-off Stocktoberfest in your office and promote participant engagement in your equity plan? What better way to get started than with a fireside chat? Our...

Expedite Your Plan Approval Process in Five (Not So Simple) Phases

  This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   Is your company preparing a new...