helping millennials understand the value of equity ......mobile-friendly casual scannable varied:...
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Helping Millennials Understand the Value of Equity Compensation
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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:
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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,