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2021 Annual Stock Plan Survey

With employees citing better pay and benefits as a primary motivation for changing jobs, stock plan benefits can offer a competitive advantage for companies looking to stand out.

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Last year, almost 40 million Americans quit their jobs in what economists have coined “The Great Resignation.” Driven by the shift towards remote work, high burnout rates and government stimulus programs, this exodus puts enormous pressure on companies to not only attract but retain talent in an increasingly tight labor market.

With employees citing better pay and benefits as a primary motivation for changing jobs2, stock plan benefits can offer a competitive advantage for companies looking to stand out. To help employers understand how to better leverage equity to engage their workforce, Morgan Stanley at Work conducted a twenty question study among 40,000 domestic stock plan participants.

Here's some of what we heard.

  • Workplace benefits are an important consideration when determining whether to accept – or stay at – a job
  • Most stock plan respondents (75%) feel confident in their ability to access their stock plan account, but only half (52%) understand how to sell their stock plan shares
  • Fewer still (34%) report understanding how to estimate the potential tax impact of their stock plan benefits
  • Morgan Stanley’s recent State of the Workplace Financial Benefits Report found that 4 in 5 employees believe their companies should play a role in helping them to maximize the financial potential of their stock plan benefits

Respondents are eager to learn about their stock plan and are actively looking for information – online via their stock plan platform or company intranet, as well as through periodic emails and one-on-one consultations with Financial Advisors. 

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

This material has been prepared for informational purposes only. The information and data contained herein has been obtained from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC makes no representation as to the accuracy or completeness of the information from sources outside of Morgan Stanley. It does not provide individ-ually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objec-tives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors inde-pendently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

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