ARTICLE
29 July 2024
Morgan Stanley at Work Launches New Digital Experience for Financial Benefits Participants
External News

Financial Times

Workplace solutions
USA

Morgan Stanley at Work has launched a new digital experience for financial benefits participants, featuring a public-facing website designed to enhance the pre-login experience. The site aims to improve accessibility and understanding of employee benefits through intuitive navigation, educational content, and support options, including a "hand raise" feature for connecting with Financial Advisors. This launch follows the completion of Morgan Stanley's back-office integration of E*TRADE and Solium, and it provides a unified entry point for participants to access a wide range of financial services, including equity compensation and retirement plans.

VIRTUAL CHAPTER EVENT
25 April 2024, 12 - 1pm EDT
TORONTO VIRTUAL CHAPTER MEETING
TORONTO THUMB
Workplace solutions
Canada

SESSION ONE: HOW BLACKOUT PERIODS IMPACT EQUITY AWARDS
What are the different ways issuers address blackout periods in their equity incentive awards, including how blackout periods impact the timing for granting or settlement of awards and the calculation of award values?  What have regulators said? What if a special blackout is in place when annual awards are scheduled to be made?  The event will focus on gathering market perspectives and sharing practices from various organizations

SESSION TWO: LTIP TREATMENT FOR RETIRESS: EVOLUTION, CHALLENGES AND BEST PRACTICES
The purpose of this session is to address the complexities and considerations surrounding the treatment of retirees in the context of LTIPs within the share plan world. The session will explore how the treatment of retirees has evolved over the years, the challenges it presents, and best practices for dealing with retirees and good leavers.

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

 

3.4 EMPATHY IN EQUITY: STOCK PLANS AND THE TOTAL REWARDS JOURNEY

Today’s rapidly evolving global workforce expects more than just financial rewards to join, stay and succeed at organisations. Recent data shows that employees are 3.5 times more likely to reach their full potential in workplaces where they feel they belong.

In this illuminating discussion between Saint-Gobain and Fidelity, you will discover how leading organizations can connect equity into a comprehensive, human-centric total rewards experience to strengthen the wider employee experience.

You’ll hear about the power of empathic, user experience (UX)-led approaches to shape a full rewards offering – including equity plans, workplace benefits, and retirement strategies - that inspire diverse global workforces.

Join to gain insights into how you can shape your organization's rewards approach in this way – to support a culture of belonging, connection, and performance excellence.

KEY LEARNING POINTS:

  • Enhanced engagement and financial wellness: Explore how organizations have strengthened understanding, engagement, and financial well-being among their diverse workforces through holistic rewards strategies.
  • Talent attraction, retention, and performance: Learn how companies have leveraged human-centric rewards to attract, retain, and drive high performance among their top talent.
  • Fostering stronger connections: Discover strategies employed by organizations to build stronger connections and commitment between employers and employees, fostering a sense of belonging and dedication to the organization.

 

CPE CREDIT HOURS: 1.0*

Field of study: Personnel/HR 
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Maurice Day, Fidelity
Christine Karlsson, Saint Gobain
 

Event date
Thursday, 16 Nov 2023, 11:00 - 12:00
Country
Breakout series

FIRESIDE CHAT: THE INTERSECTION OF FINANCIAL PLANNING AND EXECUTIVE COMPENSATION

The seasoned Goldman Sachs Ayco advisory team will delve into the world of executive compensation, emphasizing how it plays a pivotal role in holistic financial planning.

Discover how a single decision can ripple across multiple aspects of an executive’s financial life, from cash flow to taxes, investments, and risk management.

Gain valuable insights on optimizing executive-level compensation packages for a more secure financial future.

 

KEY LEARNING POINTS:

  • Understanding the holistic impact: Explore how compensation decisions reach far beyond the surface, affecting not only immediate financial well-being but also long-term financial security.
  • Navigating tax and investment implications: Learn strategies to maximize the benefits of compensation packages while minimizing tax liabilities and making sound investment choices.
  • Balancing risk and reward: Uncover the delicate balance between risk and reward in executive compensation decisions and how it shapes the executive’s overall financial plan.

 

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Financial planning advisors, Goldman Sachs Ayco

Event date
Wednesday, 25 Oct 2023, 14:35 - 15:35
Country
SURVEYS AND REPORTS
1 April 2023
GLOBAL EQUITY INSIGHTS 2023

Author: GEO and hkp///group

Design and strategy
Trending now
Workplace solutions

GEO’s Global Equity Insights is a unique study that delivers the best in market practice from a robust selection of global companies, in the areas of plan design, administration and communication of long-term incentives (LTI) and share purchase plans (SPP).

SURVEYS AND REPORTS
1 September 2022
STATE OF THE WORKPLACE II FINANCIAL BENEFITS STUDY

Author: Morgan Stanley at Work

Trending now
Workplace solutions

Morgan Stanley at Work’s annual State of the Workplace Financial Benefits Study II revealed that the stakes have been raised for companies as employees focus on the role and value of financial workplace benefits, including equity compensation, financial wellness and retirement preparation. On the other hand, companies looking to support their talent need to understand the evolving expectations of employees and potentially adjust their offerings to stay ahead.

SURVEYS AND REPORTS
1 August 2021
PWC PULSE SURVEY: NEXT IN WORK

Author: PwC

Trending now
Workplace solutions

At a pivotal moment for the future of work, companies can help their businesses and employees thrive.

IN-PERSON CHAPTER EVENT
24 May 2023, 3:45 - 7pm BST
UK AND CHANNEL ISLANDS CHAPTER MEETING
UK CI meeting
Workplace solutions
UK and Channel Islands

Please join the GEO UK community at this fun event; it’s your opportunity to get your hands dirty to support a great initiative, have some fun whilst networking and win points for the GEO UK leaderboard at our Quiz - as well as pick up some goodies!

GEO is the leading global share ownership community. In the UK, this community is enhanced by our supporters and every single individual who contributes to our regular chapter events by hosting, presenting or attending. During the global pandemic, the GEO UK community came together virtually to support each other and celebrate support for a range of charities close to our hearts.

Now that we can meet up again, we’re excited to launch a charitable and community support initiative. This May, we invite the GEO UK community to give back to our wider community by partnering with Whale and Dolphin conservation at a special event in London. We will be joining together to take part in a litter picking activity followed by a quiz, networking and drinks and we would love for you to join us.

Registration and bag drop will take place at the Square Pig 30-32 Procter Street, London WC1V 6NX for a 4pm start at Lincoln Inn Fields. Following the charity event, we will head back to the Square Pig.