Stock Plan Administration Services

Full and Partial Outsourcing

Equity awards remain an indispensable component of compensation for both private and public companies. However, a rapidly changing regulatory landscape combined with ever-evolving compensation structures means that the challenges of managing equity compensation have never been greater. From accounting complexities and compliance issues to orchestrating the exercise and settlement process and generating the reports, equity compensation can quickly become a drain on productivity and a bottleneck to closing your financials.

Now there’s an easier way. Combining the Certent platform with the your customized selection of administration services from the Certent team, you can simplify and streamline all crucial aspects of stock administration and reporting while you focus on your strategic priorities.

© 2015 Certent | All Rights Reserved | Stock Plan Administration Services

Certent’s flexible outsourcing program, which we call “right-sourcing,” lets you get just the support you need - and none that you don’t need:

Full Outsourcing

• Award Processing• Online Participant Communications• Administrative Reporting• Transfer Agent and Broker Interface• Other Recordkeeping Administration Tasks

Partial Outsourcing

• Grants• Releases• Corporate Actions• Custom Reporting• Other Periodic Events

Accounting & Reporting Support

• Financial Reporting• Data Refreshes• Valuation of Options and Awards Granted• Other Accounting Tasks

Stock Plan Administration Services

© 2015 Certent | All Rights Reserved | Stock Plan Administration Services

You’ll benefit from the expertise of the Certent team who incorporate extensive industry knowledge and benchmarks to maximize the effectiveness of your stock plan administration. The outsourcing team includes CPAs and CEPs who are experts in the Certent platform and bring a comprehensive set of specialized technical skills to help you with any challenge you encounter. You can count on having an optimized process and focused experts on each area of administration on your team.

Even with your plan managed by certified stock administration experts from Certent, you will still experience cloud-based access to the Certent platform from anywhere in the world. Your participants can easily access their stock plan information, and you have real-time reports, any time of day or night, at your fingertips. And even though you may not have them on staff, you always have access to Certent’s highly specialized accounting and financial reporting experts, giving you improved compliance and reducing your risk.

How We Make You SuccessfulWhen you need the best in stock administration and reporting, the choice is simple. It starts with offering a comprehensive set of implementation services including:

• Data conversion from your legacy systems• Accounting reconciliation• One-on-one training and coaching from a Certent financial reporting

expert and free Web-based training

Our consultants are experts in tax and accounting issues. We can help you address and resolve questions about complex accounting, reconciliation, and methodology issues. And we back that with robust customer support, extensive online resources, regular software updates, and a commitment to ensuring you derive the maximum value from your investments through an unwavering focus on innovation, simplicity, and service. Maybe that’s why more than 1200 companies rely on Certent.

Find out more: www.certent.com

OUR AdvAntAge

•Market Leadership – Certent is the leading stock

administration and reporting provider with more than 400 private company customers, including LivingSocial, Equilar, TriNet, and SurveyMonkey, as well as over 800 public companies like Con-way Freight, NRG, Workday, Hawaiian Airlines, and Libbey.

•Unsurpassed Flexibility – Certent’s Software-as-a-

Service (SaaS) delivery includes multiple major and minor releases a year. We offer more than 400 pre-built, out-of-the-box reports and support 15 different award types.

•Complete Freedom – With Certent, there’s never

any vendor or broker lock-in. And we have a thriving broker and services partner network to help you get the most value from the Certent platform.

•Unwavering Focus – Stock administration and

financial compliance is our sole focus. Your solution is always accurate, always up to date.

4683 Chabot Drive, Suite 260 Pleasanton, California 94588 USA

Tel: +1 866.336.3274 www.certent.com