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Training, Support and Guidance

Training and Support       Plan Management Corp. (PMC) has training and support solutions to help you manage your plans to their greatest potential. Our customized approach will help you maximize your efficiency and effectiveness, while helping you mitigate the risk of your plan administration.

Implementation Services

PMC offers customizable implementation services to fit your budget and resource constraints:

  • Remote or onsite implementation
  • Accelerated timelines available with clean data
  • Conversion of data from any existing system or spreadsheet program
  • Enhance data capabilities through additions and integrations
  • Training – product functionality and financial reporting
  • Data auditing and report needs reviews
  • Ramped up support with our FlexSourcing models


PMC has provided plan administration services for 20 years and has extensive experience in equity compensation administration:

  • Plan review and guidance
  • Compliance expertise
  • Best practices
  • Custom solutions


Employees who understand their equity compensation programs value these programs more. PMC can help with the following educational programs

  • FAQ design
  • Train-the-trainer sessions
  • Employee meeting design and delivery
  • Executive educational meeting design and delivery


Though OptionTrax and InvestmenTrax are simple to use, we know that there will always be questions, particularly as your plan grows and you are managing new tasks for the first time. PMC makes sure that you aren’t set adrift as soon as you go live; we’re here to make sure you get the most out of your software.

  • Full system Administrator training as part of implementation
  • Integrated Support Ticket system within OptionTrax™
  • On-Staff Certified Equity Professionals
  • Centralized and US based support
  • Live humans that answer the phone! No phone trees!
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