Stock Appreciation Rights

fi d el i t y s to ck pl a n se rv i ce s
Stock Appreciation Rights:
design flexibility; uncomplicated solutions
One of the great advantages of a stock appreciation rights (SAR) plan is that it
provides plan sponsors with flexibility beyond that of a traditional stock option
or restricted stock award. However, this flexibility is also one of the greatest
challenges. While you want plan design flexibility — so you can offer more competitive
benefits — you don’t want the burden of complex and time-consuming administration.
Our comprehensive platform enables you to gain flexibility and efficiency while we take
care of the administrative challenges.
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F o c u s o n s t rat e g y a n d l e av e t h e d e ta i l s t o u s
Working with Fidelity Stock Plan Services, you can customize your plan with specific SAR functionality to meet
your ­company’s needs, allowing you to spend less time on plan administration and more time on executing
your b
­ usiness strategy. Our ability to streamline the delivery and operation of your SAR plan presents significant
advantages, including:
• The ability to administer both stand-alone and tandem SAR plans
• The ability to support multiple plan pricing types (for example, real time, prior day close)
• A wide range of plan administration capabilities (for example, auto-exercise and sale and transfer restrictions)
• Integrated online reporting through Fidelity Plan Sponsor WebStation® (PSW®), which allows for easy tracking and
analysis of plan data in one location
• Support for corporate actions, which drives downstream adjustments to equity awards and provides integrated
reporting
• Customizable Web screens that allow for unique plan naming conventions
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fi d el i t y s to ck pl a n se rv i ce s
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D e l i v e r i n g a p o w e rf u l e m p l oy e e e x p e r i e n c e
We strive to help your employees understand their benefits by creating a motivating and empowering experience that’s
designed to meet the needs of each participant. Your employees will benefit from:
• Virtually 24/7 access to online account information
• Online exercise capabilities
• Enhanced modeling capabilities
• Same day sale feature that allows participants to sell shares on the day of acquisition*
• The ability for participants to activate their account(s) online, view plan documents, accept their grant(s), exercise
outstanding stock appreciation rights, view historical exercise activity, and much more via NetBenefits®
With our robust communications programs, tools, and resources, you can have peace of mind knowing your participants
can make the most of this valuable benefit.
*For applicable pricing types only.
B e n e f i t fr o m o u r e x p e r i e n c e — a n d o u r c o m m i t m e n t
With Fidelity, you’ll have the experienced team, the sophisticated technology, and the integrated solutions you need
to help make the most of your plan.
For more details on how we can help you manage your
stock appreciation rights plan, contact a Fidelity Stock Plan
Services Representative today at 800.468.5521 or visit
Fidelity.com/workplace.
FOR PLAN SPONSOR USE ONLY.
Fidelity Stock Plan Services, LLC
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
© 2015 FMR LLC. All rights reserved.
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