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Employee Stock Purchase Plan Management

Employee Stock Purchase Plan Management

Certent Equity Management simplifies employee stock purchase plan administration by automating enrollment, payroll elections, purchases, and reporting. Its participant portal allows employees to self-enroll, manage contributions, and track transactions, while administrators can configure offering periods, purchase rules, and residual handling with full audit trails. The system supports multiple purchase periods, fair market value definitions, \$25K limits, and flexible contribution handling. Comprehensive reporting tracks 11 types of dispositions, calculates tax impacts, and ensures compliance with GAAP and IRS requirements. With real-time data, robust communication tools, and automated workflows, organizations reduce manual effort, improve accuracy, and ensure cost-effective ESPP complian

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