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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/EMPLOYER STOCK OPTIONS AND STOCK PLANS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

EMPLOYER STOCK OPTIONS AND STOCK PLANS

01.Core Concepts

Stock Options • The right to buy employer stock at a specified price for a specified period of time • Agreement must be in writing, and holder has no obligation to exercise Option Price = FMV at date of grant Vesting • Right to exercise options only after certain period of time, performance, or occurrence Types of Options • Incentive Stock Options (ISOs) • Nonqualified Stock Options (NQSOs) • Stock Appreciation Rights (SARs)