What Is Stock Plan Outsourcing?

For most companies, the responsibility of managing stock plans usually falls on the shoulders of someone with many other responsibilities.  Depending on the size of the company and complexity of the plan, it can require eight hours a week or something closer to 40.

Instead of putting this responsibility on HR, Finance, or Legal, why not give it to the experts at SOS?  We have extensive experience with every major system and work with all company profiles.  Upon implementation of our solution, our people and processes are completely integrated with your company's existing operational structure and cross-functional team, ensuring accountability and transparency in the management of your stock programs.  Whether you are looking to outsource only the day-to-day administrative tasks, or need us to handle the equity accounting, Section 16, and participant education, SOS Outsourcing is flexible enough to accommodate your unique requirements and evolving needs.

What Our Clients Are Saying

"SOS not only has an understanding of the administrative side of our equity system, but also the financial reporting side. What I believe is most valuable about their service is not only how to resolve a problem, but understanding what are the other implications that could result once changes are made."     

-Katie Capps, Enanta Pharmaceuticals

"The SOS team worked late into the night to help us get a project completed. I know there was a series of roadblocks along the way, so I appreciate their diligence and patience while assisting me with this job. They are awesome!"

-Barbara Newlon, Exar Corporation

"My interactions with all the SOS team members were wonderful; they were supportive, patient, and detailed with all my questions."

-Sheryl Asher, Simmons First National

"Working with the SOS Outsourcing Team has been a great experience. I am thoroughly impressed with the quality of their work, how responsive and dedicated their team is, and how from the beginning, we understood how we would work together."    

-Teresa Wahl, Avanade Inc.

Your Account Manager

Our team based approach assures that we have the experience to handle even the most perilous stock plan challenges

Day-to-day Administration

Employee Transactions

SOX Documentation Updates

Section 16 Assistance

Capitalization Table Management and Reconciliation

Equity Accounting

End-To-End Purchase Processing

Financial and Ad-Hoc Requests and/or Reports

Policy and Procedure Enhancements

Participant Support, Communications and Education

Liaison Between Transfer Agents, Brokers, Auditor and Outside Legal Counsel

6039 Reporting

System Experience

For every system, we are the experts

Fidelity Investments

UBS

etrade corporate services

Charles Schwab

Morgan Stanley Smith Barney

Bank of America Merrill Lynch

Certent

Solium Shareworks

Interested in Stock Plan Outsourcing?

Complete this form to receive additional information

Contact a Sales Representative Directly

Michael McDonald, Associate Director, Sales
(408) 385-8773
mmcdonald@sos-team.com

Ryan Moore, Associate, Sales & Marketing
(408) 385-8772
rmoore@sos-team.com

Clint Goodin, Junior Sales Executive
(629) 999-4438
cgoodin@sos-team.com