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When and Where
  • Dallas Chapter
  • 12/10/2024 12:00 PM PST
  • 12/10/2024 3:00 PM PST
  • Fidelity Investments - Plano Branch
  • Plano
  • Texas
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Tension can sometimes arise when creative plan design creates administrative challenges, but it doesn’t have to be like this. You can have your cake and eat it too! Join this session to review hacks, tweaks, and best practices that keep everyone, including your employees, happy. We’ll address requiring acceptance for RSUs, whether companies should allow employees to request additional tax withholding, managing retirement eligibility without losing your sanity, handling LOAs, reducing the headaches about expiring options, maximizing tax deductions and minimizing headaches for ESPP, and more.