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.
