The Salsa of Grant Types and Transactions in Express Options - With or Without Jalepenos!
Presented by
Alicia Mladsi, Transcentive
Kristina Howley, Planmosaic
This session will offer administrators an opportunity to learn the best way to manage the veritable salsa of award types in Express Options…without getting burned! Learn how to grant, administer and exercise stock and cash-settled SARs, stock and cash-settled RSUs and net-settled awards. Find out how to accurately steer through the ins and outs of selling and withholding shares for taxes and option costs, while obtaining correct calculations for tax withholding and arriving at the desired end result quickly and efficiently.
This session will also include setting up tax codes, applying codes to optionees, navigating the EO exercise screens, using fields for selling shares and withholding shares for taxes and option costs, and validating the end result.
