EMPLOYER SOLUTIONS: Guidance and solutions to help you and your employees succeed

Create a more loyal workforce

Delivering everything your employees need

With Fidelity Stock Plan Services, you can give your employees the support and services they need to make the most of their equity compensation plan.

This will help promote employee loyalty and will help reduce the number of requests you receive — a win-win for your workforce and your business. Call 800.468.5521 or contact us to discuss how we can work together to empower your employees.

Boost participation, engagement, and understanding

Your employees need education and communications to understand and take advantage of their benefits. We deliver both in a number of ways, including:

  • Proactive alerts highlighting critical dates and action times
  • A comprehensive educational curriculum, including online financial workshops and videos
  • Support by phone, online, and at Fidelity Investor Centers*

An empowering online experience

Through NetBenefits.com, your employees can access retirement tools, guidance, and account information, and complete transactions (like grant acceptance and tax election). Fidelity.com gives them the best online brokerage experience and allows them to see their complete financial picture.

Fidelity's mobile offering allows participants to track their savings and workplace accounts, place trades, and read the latest market news from a handheld device.

Specialized support with Fidelity's Executive Services

Your executives have a unique set of needs when it comes to equity compensation. These unique needs are frequently accompanied by a strict set of regulatory guidelines.

Fidelity's Executive Services can help your executives maximize their equity compensation plans and manage risk while providing a high level of customer service and flawless trade execution. Executive Services may also serve as a central resource within Fidelity, perform stock plan investment analysis, assist in establishing trading plans, and leverage all Fidelity services to provide a comprehensive experience for your executives.

Take the next step

Call 800.468.5521 or contact us to find out more about how we empower employees.


* Branches are domestic only. Phones support plan participants Sunday 5:00 p.m. through Friday 11:59 p.m. Eastern time. Translation services are available via LanguageLine for international plan participants.

Fidelity Stock Plan Services is best for companies with at least a $100 million grant value in their equity award plan.

Contact Us Today CALL 800.468.5521

 


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