To schedule a demonstration please call (888) 267-8625 or email us at newbusiness@amstock.com

 

We provide a host of specialized products and services designed to meet stock plan administration needs of businesses worldwide.

 

Stock Options

Stock option products have proliferated in recent years to include many types of equity compensation products, such as cash and stock-settled Stock Appreciation Rights (SARs) and Performance Shares Units (PSUs), among others. AST Equity Plan Solutions’ flexible, parameter driven system coupled with our Client Relationship Management expertise simplifies these complex new grants. 

 

We offer full outsourcing of your records, providing administrative support and maintenance of your data, as well as a wealth of participant services.

 

Restricted Stock

Awards of Restricted Stock and Restricted Stock Units (RSUs) continue to be a valued component of equity compensation programs. AST Equity Plan Solutions administers every aspect of these products, from grant, through vesting and sale, including the all-important tax election process.

 

Employee Stock Purchase Plans

Your ESPP is a convenient way for your employees to purchase the company’s stock through payroll deductions. AST Equity Plan Solutions offers a complete administration service for both qualified 423 and non-qualified plans.

 

When you partner with AST Equity Plan Solutions to administer your stock purchase plans, you have access to the most flexible administration services in the industry

 

Save for Share

Your Save for Share (SFS) or Share Bonus program is a convenient way for your employees to purchase your international company’s stock through payroll deductions. AST Equity Plan Solutions offers a complete administration service for these international offerings. Our services fully support enrollment, the savings contract period and maturity processing.   We focus on programs that trade in the local ordinary share and  ADRs are not a required part of our processing, but can easily be accommodated.

 

Holding shares after maturity is also made easy via our S.A.F.E. custodial services.  The ordinary shares, which trade on a foreign exchange, can be held in book entry, dividends paid in USD and future desired sales directed from the account. 

 

AST EPS' Proprietary Reporting Tool

The core reports that fulfill the most common requirements of stock plan administrators are available through The Reporting Tool, AST Equity Plan Solutions’ proprietary, highly customizable software. The Reporting Tool has many exciting features:

  • Report Scheduler – have reports delivered on any basis you desire- daily, weekly, monthly or quarterly; dynamic roll-forward calendar allowing for scheduling the report once and never having to update again unless your requirements change.

  • Security feature that assigns different information access levels to users within your company

  • Viewable and Downloadable into a variety of formats –HTML,  Excel, PDF, Comma Separated Value (CSV)

  • Customize by adding or removing specific data elements from any of the core reports

  • Ad hoc capability to create unique filters and reports for specific requirements

FAS 123 (r) Services

The continued emphasis for transparency in financial reporting has prompted the requirement from The Financial Accounting Standards Board (FASB) to expense equity benefits. To satisfy FASB’s disclosure and stock option valuation requirements as well as your own corporate governance standards, AST Equity Plan Solutions provides our powerful valuation tool.

 

This tool is directly linked to the AST Equity Plan Solutions administration system, which means that grant-specific information is readily available, making it easy to set up the FAS 123 (R) parameters and input the necessary assumptions - such as expected life, volatility, interest rate and dividend yield - into the valuation tool. Once the assumptions have been entered, the FAS tool performs the valuation and expense allocation calculations for each individual option grant and then aggregates the results. Based on your company’s FAS 123 (R) consultant or accountants, the valuation can be performed using either the Black-Scholes or Binomial lattice valuation models. The tool also supports different allocation models, including straight line or FIN 28. Another feature makes it simple to run “what if” scenarios in order to test the various assumptions and their related results.

 

 
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