Planmosaic’s array
of services

Includes administration support, plan design, conversions, vendor evaluations and implementations, data solutions, policy & procedure review and documentation, RFP, custom reporting and several FAS123R offerings.

We can work in any environment, and with any project or obstacle you face within your equity compensation platform.

We have the ability to leverage several resources through our partnerships in the industry. For example, Merrill Lynch, UBS, Morgan Stanley Smith Barney, Radford Consulting, Transcentive and Equity Administrations Solutions Inc., just to name a few.

Works in
Administration

Administrative
Support Process

Vendor Selection and Management

Consulting and
Advisory Services

Educational Services

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Works
in Data

Data File Management

Data Audit and Analysis

Data Implementations and Conversions

Technology Services

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Works in
FAS123(R)

FAS Analysis and Recommendations

Valuation Accounting and Disclosure for Equity Vehicles

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Works in
Reporting

Reporting Optimization

Financial Reporting

Administrative Reporting

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Works in
Custom

Conversion Utilities

Custom Crystal Reports

Automated Payroll Processes

Stock Option Exchange Programs

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