The First Complete Stock Administration Outsourcing Solution
Stock & Option Solutions (SOS) has been at the center of the stock plan industry since 1999, a company built by stock plan administrators, for stock plan administrators. For over 10 years, SOS has delivered quality services bridging the gaps left by outsourcers and software platform providers. In doing so, SOS has become the leader and largest network of stock plan expertise and collective knowledge in our industry ecosphere.
Through this experience, SOS has built upon our unmatched understanding of the outsourcing business, and has maintained an unwavering focus on our core competency, stock plan administration.
When considering outsourcing, you want a leader. We bring our excellence to your plans, providing seamless transition, unmatched flexibility and an unparalleled level of service.
We will work with you to expand your definition of stock plan outsourcing. Most outsourcing providers will provide services in the top triangle below. The SOS-TEAM Outsourcing approach expands the triangle by adding levels of outsourced services that allow you to decide how to best utilize your team combined with our team. You can leverage us for one, four or any combination of the triangles below. We will work closely with you to build a flexible outsourced solution that will meet your current and future needs.
Tier I: Stock Plan Administration
- Record keeping
- Maintaining database
- Transaction based details
- Standard Reports
Tier II: Client-side Management & Tasks
- Liaison - Outsourcer / client / escalation
- Data - Integrity, audits and trouble shooting
- Daily - System file exchanges, data updates, data compilation
- Education - Participates, internal partners
Tier III: Financial, Accounting & Tax Reporting
- Reporting; Routine, ad-hoc, custom
- FAS123R
- IFRS2
- Modification Accounting
- DTA/APIC
Tier IV: Special Projects
- Implementation - New plans, roll outs
- Analysis/Recommended Changes
- Vacation/Leave coverage
- Projects requiring additional resources
>> Page 2 >> Learn about our "Best of Breed" Approach integrating our software and brokerage partners...
For more information please contact a Stock & Option Solutions representative 888 SOS-0199