DOWNLOAD CASE STUDY
  • CASE STUDIES

Learn the Financial Impact of Deferring Annual RSU Grants

When stock options gave way to the popularity of Restricted Stock Units (RSUs), a whole new set of questions arose for executive participants in deferred compensation plans. Do I defer or not? What about vesting? Can I diversify into other investments? How will my decision impact tax liabilities?

Access the answers in our latest case study, “Deferring Restricted Stock Units in Your Company’s Deferred Compensation Plan.” Additionally, plan sponsors will learn our methodology for diversifying RSUs as a plan feature, while still maintaining P&L stability.

Contact us today to make an informed decision about tax implications related to RSU deferrals into your deferred compensation plan.

For a deeper dive into deferring Restricted Stock Units, take a look at EBS’ case study on creating a Restricted Stock Wealth Management Program (RS WMP).  By using an NQDC’s short-term deferral account and the redeferral option, you can transform your annual RSU grants into a vigorous wealth-building strategy.

Leverage the inherent flexibility of RSUs to improve your financial position at retirement. Find out the pros and cons of deferring or not deferring your RSUs and how your action impacts your financial situation at retirement. Download Our Latest Case Study.