Fidelity Stock Plan Services

Proven Strategy & Flawless Delivery

The experience, technology, and knowledge to help satisfy your plan administrative service needs worldwide.

• Our fully integrated proprietary platform helps you manage your equity compensation plans and all your employee benefits.
• We offer a complete range of financial reporting services that helps anticipate, plan for and meet your financial and regulatory requirements.
• With more employees with a CEP¹ than any other company, you’ll have access to industry-leading experienced stock plan professionals.
• Meet the experienced operations and phone support teams dedicated to delivering top-notch service.

Commitment to Innovation

Fidelity Stock Plan Services continually invests to deliver a world-class solution for you and your participants.

• We have a proven history of adapting to evolving market needs and regulatory requirements
• Fidelity’s product development process speeds time to market, promotes quality, and ensures wise use of resources.
• Solutions are built to meet plan sponsor and plan participant needs.
• Hear what clients and industry experts say about their experience with Fidelity.

Delivering the Best Customer Experience

For the second year in a row, we were rated #1 in overall satisfaction with stock plan administration services by stock plan administrators.²

• Your dedicated team provides a formalized, proactive approach to help maximize your results, quality, and value.
• We provide your participants with the education and information they need to take full advantage of their equity awards.
• Fidelity helps you and your participants stay connected – in person, on the phone, online or through a mobile device.
• See what it is like to be a participant when you hire Fidelity to help with plan administration.

1 Source: Certified Equity Professional Institute — as of February 2013.

2 Based on a survey by Group Five, Inc., conducted online between May 15, 2012, and July 9, 2012.