Overdoing Stock Options May Depress Returns for Shareholders
- Funding a Private Retirement Plan Using Employer Stock and Stock Options. Weiss, Gerald R. // Journal of Financial Planning;Mar2003, Vol. 16 Issue 3, p62
This article presents an integrated planning approach for the corporate client whose primary retirement portfolio investments are employer stock and stock options. Assuming the employer offers no employer-funded defined benefit pension plan (that is, offers stock options and 401(k) plans only),...
- Now more than ever, participants need advice. Elswick, Jill // Employee Benefit News;Jul2002, Vol. 16 Issue 9, p35
Presents the results of a survey of 401(K) participants in the U.S. on their attitude toward company stock investments by Putnam Investments in February 2002. Concerns of fiduciary advisors on company stock; Action taken by employers to enhance investment education; Importance of the Internet...
- Challenge of Success. Goodfriend, Karen // California CPA;Nov2007, Vol. 76 Issue 5, p24
The article offers advice to corporate executives about stock options. Stock options remain a significant form of compensation for many executives, especially in California. Incentive Stock Option (ISO) have the potential for more favorable tax treatment. The requirements to make stock option...
- EXPENSE IT. Lorinc, John // CA Magazine;Mar2003, Vol. 136 Issue 2, p20
Takes a look at the performance and governance aspect of stock options plans as of 2003. Response of the Canadian accounting profession to the options issue; Factors which make employee stock options difficult to measure; Mixed opinions from investment industry insiders.
- Running out of options. Speedy, Sonia // Corporate Adviser;Jan2009, p38
The article focuses on the issue concerning the decline of the value of employee share options in Great Britain. As employee share schemes become worthless, executives have to look to other share schemes and make real investment decisions. Information related to some approaches on how senior...
- HEDGE YOUR BETS. Quinn, Jane Bryant; Ehrenfeld, Temma // Newsweek;6/5/2006, Vol. 147 Issue 23, p31
The article discusses how Enron workers lost on company stock, and how the company's collapse demonstrates the risks of retirement plans that include company stock. Due to the failures of Enron, 401(k)s are better today. There are fewer so-called forced stock plans, where companies match worker...
- CUMULATIVE INDEX. Greene, Chris; Maddalena, Christina // Accountancy;Sep97, Vol. 120 Issue 1249, p90
Reports on the changes to regulations governing personal equity plans in Great Britain. Investments in open-ended investment companies incorporated in Great Britain.
- HOW TO Manage your stock options. Fox, Justin; Gunn, Eileen P. // Fortune;12/29/1997, Vol. 136 Issue 12, p167
Looks at simple rules for managing stock options. The question of when to cash in stock options; The percentage of companies offering broad-based stock options; The number of Americans eligible for stock options; Five things to remember, such as knowing when options expire. INSET: What's wrong...
- Fiduciary risk in firm's stock. Clowes, Michael J. // Pensions & Investments;9/4/2000, Vol. 28 Issue 18, p10
Comments on the fiduciary risks faced by employees who choose to invest in company stock. Restrictions on when and how the employees can sell the stocks to diversify their portfolios; Right of the employees to turn the contributed securities into cash immediately.