Tag: Stock options

Many workers view equity compensation plans as a way to build significant wealth; experts say it is important to have a mix of taxed and tax-deferred savings.

The Tax Center at myStockOptions.com is offering expanded capabilities and education support to help employees and their advisers meet 2017 tax reporting requirements related to stock options. 

The underlying stock drop litigation had already seen multiple rulings from a New York district court and the 2nd Circuit. 

Employees who receive equity compensation advice feel much more confident about retirement than those who have not received help from a financial adviser, a survey finds.

The recent judgement against AIT Laboratories adds nearly $3.5 million to previous collections, now totaling more than $7 million. 

BP has won dismissal of several claims that it failed to monitor fiduciaries who oversaw company stock investments in its retirement plans.

Can equity compensation help cut down on leakage from the retirement plan?

Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.

Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one...

The Department of Labor (DOL) has received court authorization to compel the trustee of a profit-sharing plan in Aiea, Hawaii to restore mismanaged plan assets.

Research from Morningstar suggests holding significant amounts of employer stock in 401(k) plans is bad for companies’ bottom lines.

A law firm is investigating whether RadioShack Corporation violated the Employee Retirement Income Security Act (ERISA) by offering company stock in its retirement plan.

Employee stock purchase plans (ESPPs) can complement workplace savings plans and provide a way for employees to diversify their retirement investment efforts.

Morgan Stanley Smith Barney is offering a new service to help corporate clients track retirement eligibility dates and collect employment taxes from employees who receive restricted stock units...

Senators Carl Levin (D-Michigan) and Sherrod Brown (D-Ohio) introduced legislation to end a corporate tax break allowing corporations to deduct stock option expenses on their tax returns in...

The majority of workers with employee stock option, stock purchase, and restricted stock plans have sold shares obtained via their company’s stock plan in the past, but many...

For employees with stock options or nonqualified deferred compensation (NQDC) plans at work, myStockOptions.com and myNQDC.com are offering guidance on how to successfully save for college.

Household stock ownership has decreased, as the tax benefits associated with owning stocks inside a pension plan increase, according to a study from the Stanford Graduate School of...

A UBS Survey found that a large majority of equity compensation participants feel strongly that a comprehensive understanding of their plan will help them reach a secure retirement....