Know more about your equity plan than you ever could before.

Know more about your equity plan
than you ever could before.
The Next Generation of Fidelity Stock Plan Services Standard Reporting.
Now, more than ever, it is crucial to base your plan decisions on complete
and current data. And with Fidelity’s reporting capabilities, you can get
complete control over the content, format, and timing of the reports you
and your staff need. You even get a daily pulse on plan trends and participant behavior—so you can determine your action to achieve maximum
results.
The activity dashboard: your plan at a glance.
Every day, you get summary updates on exercises, cancels, restricted stock vestings
and distributions. You also get a quick forecast of grants and awards approaching
expiration, distribution, and vesting in the 180 day period ahead. See something
that needs attention? With one click, Standard Reporting navigates you directly
from the dashboard to the appropriate detail page. Never have answers been
this immediate.
You define the content and format.
You know exactly what you need in an equity plan report. The Next Generation
of Standard Reporting lets you filter and format the data to suit your specific
needs. Each built-in report template can include personalized data fields, which
you’re positioned to organize, name, or eliminate, right within the application.
There’s a dedicated template for Section 16 reports designed to comply with
SEC requirements. And your output options include quick downloads to PDF,
HTML, Microsoft Excel, or CSV.
Access privileges to fit your organization.
To help protect the integrity of your data, the security built around the Standard
Reporting platform lets you create a unique user profile for each member of
your staff. You can then limit access to reports by report category, award type,
and division code as well as mask sensitive fields such as social security
number. In other words, you’re armed to share the power and convenience
of Standard Reporting—with everyone who needs it.
Easy access to integrated reports.
For your convenience, reporting capabilities are organized into five categories:
grant, ESPP, Section 16, activity, and participant. And, of course, all the equity
compensation plans that Fidelity administers are accessible through this very
same platform. Not only can you gain deeper insight into how and why your
plans are working, but better perspective on how they work together.
All the advantages of a Web-based system.
Stock Plan Services Standard Reporting is part of Fidelity Plan Sponsor Webstation,
the administrative resource that more than 16,000 of America’s most respected
employers rely on.* We have also optimized our reporting for faster processing
times, thanks to a data mart created especially for this application. In an environment
where quick and well-informed action is expected, you clearly need this kind of
responsiveness. Once you’re up and running, you’ll always have access to
our latest reporting capabilities and a fresh stream of data. Just flip the switch.
Above Screenshots are for Illustrative
Purposes Only.
Fidelity helps to keep your equity plan
moving in the right direction.
With benefits outsourcing as a core competency for more than
25 years, Fidelity offers you a proven platform delivered by a trusted
provider. We’re uniquely positioned to help you and your employees
succeed.
For more details on Stock Plan Services Standard Reporting platform,
including a brief demonstration, contact your Fidelity Stock Plan
Services representative, call 800.468.5521, or visit Fidelity.com/SPS.
*As of December 2008
For Plan Sponsor Use Only.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
Fidelity Stock Plan Services, LLC
1.902225.100
531187.1.0