What does it take to design an ESPP?

A World at Work member posted the following question:

I am researching on designing an Employee Stock Purchase Plan for our company. Can you please assist me in finding resource materials for this?

Appreciate your help.

Dan Walter's Response:

Performensation has created an overview on ESPP design. It is fairly detailed.  Respond here, or send me a note if you would like a copy.

I do want to give a word of caution.  ESPPs have tons of moving parts.  There are unlikely to be good "Do It Yourself" projects.  Hiring a good expert does not have to be that expensive and can be the difference between a plan that works and a plan that doesn't.

I love chatting with World at Work Members.

Feel free to reach out.




Are there good resources for compensation data of privately-held companies?

ESPP - Elective Suspension by Employee?