GLS - Home






 Great Lakes Strategies
How We Do It
Health & Welfare Administration Enrollment Services Reimbursement Accounts Pension Administration Stock Administration

Stock Administration

Stock Plan Consulting

GLS can review a plan and recommend changes to make it more administrative and participant friendly while still retaining the uniqueness of that plan. We will help you set up your new stock plan or give advice / feedback to your existing plan. GLS has access to several highly regarded law firms. Provided guidance on any of a number of compliance / regulatory issues and recommend specific provisions be added or deleted from plan documents.

Outsourcing Evaluation

Your company would benefit from partnering with GLS if:

 
  • You expect to or have experienced an increase in participation.
  • You dread run-ups in your stock price and the rush of activity
       that follows.
  • Your stock option processing comes to a standstill when an
       administrator is out of the office.
  • Management personnel perform data-entry and other routine tasks.
  • Your employees don't comprehend the true benefits offered by
       your stock plan.
  • Your purchase program has a low participant rate.
  • Your internal staff may not have the time or expertise to answer
       complex stock questions.
  • Your company is getting ready to do an IPO.
  • Participants are not getting quality service due to other demands
       on your internal staff.
  • You are about to amend a plan or introduce a new plan.
  • Your employees are asking for a web-solution, which will allow
       them to access plan and account information.




    • Back to: Stock Administration


    Profile    Services    Capabilities    Outsourcing    News Room    Client Access    Home

    © 2001, Great Lakes Strategies, L.L.C. All rights reserved.
    2100 E. Maple - Suite 100, Birmingham, MI 48009-6514
    Ph: 248-614-4600  ·  Toll Free: 800-255-6485
    info@greatlakesstrategies.com
     privacy | terms of use