helping millennials understand the value of equity ......mobile-friendly casual scannable varied:...

Helping Millennials Understand the Value of Equity Compensation

call: 800-811-9650 email: stock-plan-services@tdameritrade.com visit: tdameritrade.com/stockplans

Put our experience to work for you. TD Ameritrade Stock Plan Services can help you communicate the value of your equity compensation plan to every participant. Contact us today:

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2019 TD Ameritrade.

TDA 101192 MS 05/19

Keep your message about equity compensation simple.

Finish with the benefits:• Gives them a stake in the success of the company

• Can help them pursue their long- and short-term goals

• Taps into the power of compounding interest

Start with the basics:• How equity compensation works

• What their options are

• What happens if they decide to sell

• Whether they can diversify

50%invest in the stock market3

Just

36%understand the value of equity compensation4

Only

Stock market volatility

Uncertainty around the company’s financial performance

Confusion about the long-term value of equity compensation

12

3

Potential reasons Millennials are hesitant to participate in equity compensation plans:

A skeptical demographic:

Baby Boomers: 41 Million

Gen Xers: 53 Million

Millennials (born 1981-1996)1 now make up the largest generation

in the U.S. workforce.2

Millennials: 56 Million

Choose messaging styles that are: Reiterate benefits periodically:

Mobile-friendly

Casual

Scannable

Varied: text, email, blog, video

New hire orientation

90-day follow-up

Tax season

Enrollment periods

Year-end

1Source: Pew Research, “Defining generations,” 2Source: Pew Research Center, 4Source: TD Ameritrade 2018 Jobs Attitudes Survey3Source: TD Ameritrade 2018 Millennials & Money Survey,