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The Pension Source
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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DWC ERISA Consultants LLC
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Nova 401(k) Associates
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BPAS
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EPIC RPS
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BPAS
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Merkley Retirement Consultants
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Compensation Strategies Group, Ltd.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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July Business Services
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Survey Results: Equity Compensation Plan Participants
Charles Schwab 
Feb. 15, 2018
"For one-third of employees, equity compensation was the main reason, or one of the main reasons, they accepted their current job ... Just one-quarter of employees have exercised or sold any of their equity compensation/ESPP ... Employees are, on average, 63% vested in their equity compensation ... Millennials are most confident in making decisions about their equity comp/ESPP, but are less likely than other generations to see it as part of their long-term financial plan ... Two-thirds of employees who are offered a workplace financial wellness program take advantage of it ... In addition to help with equity comp, employees are looking for help with retirement planning and wealth-building."
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