Corporate and Executive Services Corporate solutions
The RS Group
212-626-8911
855-868-5005
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
Expertise you can count on
Our experienced team works with you and your employees to keep up with changing regulations, stay on top of requirements and ensure your equity awards are attracting and retaining top talent. With complicated equity award packages—as well as potentially complex tax consequences—executives need specialized advice.
Customization. We have the flexibility to deliver the custom solutions you need and the expertise to solve your challenges.
Plan administration. By leveraging best practices from companies, we make it easier to manage details and align with rigorous requirements.
Financial education. Expanded support gives your participants everything they need to understand the value of your equity plan and other corporate benefits.
Access to advice. For all participants in the U.S., we provide access to the guidance that can help turn equity awards into smart investments for the future.
As members of the UBS Equity Plan Advisory Services business, our team is uniquely positioned to help manage the complexities of equity compensation plan administration, as well as provide integrated financial advice to plans, executives and participants.
Simplified plan management. No matter how large or small your company, you need a system that puts all the information your participants need at their fingertips.
- Comprehensive outsourcing solution for clients and plan participants
- Full and partial administration of multiple stock options, restricted stock and performance unit plans
- An enhanced participant website that provides personalized education, portfolio modeling, account servicing, participant transactions and multilingual support
- Multiple exercise methods, including net-settled stock option exercises
- Communication tools to assist in the management and execution of plan events
- Form 6039 reporting assistance
Our comprehensive and customized financial counseling services integrate company benefits and compensation strategies with corporate executives’ personal financial lives.
- Understand the company compensation and benefit plans
- Determine short- and long-term financial goals
- Develop long-term financial plans addressing: retirement, estate, taxes, insurance and investment management
- Develop implementation plan
- Employee sponsored fee-based financial planning
Our turnkey NQDC advisory and brokerage solutions provide plan sponsors and participants with customized services and solutions to meet their specific needs.
- Plan design services
- Expert consultation and subject matter expertise
- Administrative services within UBS participants
- Financing options
- Plan administrative services
We offer a full range of equity administration programs with features that clarify and simplify day-to-day data management, recordkeeping, and financial reporting for you and your employees.
- Support for qualified Section 423 and nonqualified employee stock purchase plans
- Enroll and set payroll deduction preferences online
- View historical transactions for shares purchased or sold
- Access to automatic sale transaction after purchase
- $25,000 limit and disqualifying disposition tracking
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