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Privacy! That’s what.  Specifically, the protection of privacy for European Union and a few other countries’ citizens. So, if you're a business like ours, that has clients with plan participants and/or shareholders all over the world, you need to be compliant with the GDPR rules. What...

OptionTrax offers the convenience of 409A valuation subscription services with the security of independent, qualified appraisers. Whether you’re a private company already issuing stock options or other equity compensation, or just considering issuing this type of incentive, then you’ve likely had (or at least heard of) a...

Plan Management Corp. was recently asked about what to include in employee stock option agreements. It is such a good question, that we thought we’d include our answer here as well. The option agreement is the critical document used to clearly lay out the award...

Wells Fargo has officially announced that it will be clawing back $41 million from CEO John Stumpf, and an additional $19 million from former community-banking head Carrie Tolstedt, in the form of unvested equity awards. With the increase of “say-on-pay”, where investors demand the right...