UBS Corporate Employee Financial Services ® (CEFS SM) helps clients manage their equity compensation plan by providing a robust suite of administrative tools and offering full and partial administrative outsourcing services. 1 Retirement Plan Consultants, as that term is used in this document, are financial advisors who have the experience and education, and who are approved by UBS Financial Services Inc., to provide advisory services to participant– directed defined contribution retirement plans. To be eligible for the UBS Retirement Plan Consulting Services program, Financial Advisors must demonstrate a minimum level of retirement plan knowledge and experience by meeting program eligibility requirements. Upon your death, the entire vested balance of your account under the Plan will be paid to the beneficiary(ies) you designate above. This designation supercedes any prior beneficiary designation you have made for this Plan, and may be changed, at any time, by filing a new Beneficiary Designation Form for this Plan with the Plan Administrator.

1 Retirement Plan Consultants, as that term is used in this document, are financial advisors who have the experience and education, and who are approved by UBS Financial Services Inc., to provide advisory services to participant– directed defined contribution retirement plans. To be eligible for the UBS Retirement Plan Consulting Services program, Financial Advisors must demonstrate a minimum level of retirement plan knowledge and experience by meeting program eligibility requirements. Upon your death, the entire vested balance of your account under the Plan will be paid to the beneficiary(ies) you designate above. This designation supercedes any prior beneficiary designation you have made for this Plan, and may be changed, at any time, by filing a new Beneficiary Designation Form for this Plan with the Plan Administrator. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. Most companies offer perks as part of a salary package: vacation days, 401(k)s, and, in some cases, the option to invest in company stock. Usually, this is in the form of an Employee Stock Purchase Plan (ESPP) or an Employee Stock Ownership Plan (ESOP). With either one, the benefit is the same: you profit when the company profits. a plan. 2015 tax planning guide. Advanced Planning 2 least 50% of the company’s assets are investments that produce interest, dividends and/or capital gains. the dividend-paying stock must have been held by the taxpayer for more than 60 days during a 121-day period that begins 60 days prior to the ex-dividend date. For dividends An employer-sponsored plan is a type of benefit plan offered to employees at no or relatively low cost. These plans cover an array of services including retirement savings and healthcare. Employees who enroll in such programs capitalize on the benefit of receiving discounted services. A stock option is the right to purchase a specified number of shares of Intel stock at a fixed price (known as purchase price, grant price, or strike price) for a specific period of time. The purchase price is equal to the fair market value of Intel stock at the time of the grant and is specified in your Notice of Grant.

Most companies offer perks as part of a salary package: vacation days, 401(k)s, and, in some cases, the option to invest in company stock. Usually, this is in the form of an Employee Stock Purchase Plan (ESPP) or an Employee Stock Ownership Plan (ESOP). With either one, the benefit is the same: you profit when the company profits.

UBS hosts the administrative recordkeeping software for your plan in our Full Administration service model, while the plan sponsor would retain control of the administrative recordkeeping software and would produce all plan and financial reports internally under a Partial Administration service model. Welcome to UBS Financial Services Inc. (UBS), your source for stock plan information and assistance. Your employer has selected UBS to provide stock plan services for you and your fellow plan participants. To get started with UBS, you will need to activate your account. Many times, your executives often face another challenge-managing and diversifying concentrated company stock positions. To address this, UBS offers section 16 insider programs including: Section 16 insider trade reports, which assist with Form 4 filings, report on transactions and show transaction pre-clearing. The UBS Financial Services Inc. Account Authorization form is used to activate your stock benefit plan account. It includes the required IRS tax identification information and certificate for U.S. tax withholding on Form W-9 and W-8BEN to help prevent possible backup withholding and authorizes UBS Financial Services Inc. to pay your company for the shares you purchase. This form must be on file in order for you to complete a transaction. An RSA/RSU is the grant of a number of shares of company stock that become available over time upon the lapse of certain restrictions. The shares are not given to you until the time period (known as the vesting period) has lapsed. UBS Corporate Employee Financial Services ® (CEFS SM) helps clients manage their equity compensation plan by providing a robust suite of administrative tools and offering full and partial administrative outsourcing services. 1 Retirement Plan Consultants, as that term is used in this document, are financial advisors who have the experience and education, and who are approved by UBS Financial Services Inc., to provide advisory services to participant– directed defined contribution retirement plans. To be eligible for the UBS Retirement Plan Consulting Services program, Financial Advisors must demonstrate a minimum level of retirement plan knowledge and experience by meeting program eligibility requirements.

Welcome to UBS Financial Services Inc. (UBS), your source for stock plan information and assistance. Your employer has selected UBS to provide stock plan services for you and your fellow plan participants. To get started with UBS, you will need to activate your account.

Mar 8, 2015 Your employer added the discount as income to your W-2. If you already paid for your TurboTax, please open Form 8949 to confirm. I received a “ confirmation of purchase” report from my company's stock plan administrator. info from RSU info in my electronic 1099-B from UBS (imported to Turbotax).

A stock option is the right to purchase a specified number of shares of Intel stock at a fixed price (known as purchase price, grant price, or strike price) for a specific period of time. The purchase price is equal to the fair market value of Intel stock at the time of the grant and is specified in your Notice of Grant.

Mar 8, 2015 Your employer added the discount as income to your W-2. If you already paid for your TurboTax, please open Form 8949 to confirm. I received a “ confirmation of purchase” report from my company's stock plan administrator. info from RSU info in my electronic 1099-B from UBS (imported to Turbotax). Ubs Employee Stock Options; Nov 9, 2017 - Federal Realty upgraded to Buy from EMC has enjoyed a modest boost today after UBS upgraded the company, along tax and the amount by which the AMT exceeds the regular tax are paid. UBS One Source (Corporate Stock Plans) Equity compensation plan clients can obtain account information by logging into the UBS One Source website that is specific for your company. Follow these instructions to log in. UBS One Source Login UBS Financial Services Inc., one of the country’s leading wealth managers, is the designated broker for your stock option program. There are several ways in which you can exercise your stock options: – Via the Internet—You may exercise your stock options through this website (UBS One Source). It’s our mission to make sure equity plans are more valued, by both plan sponsors and participants. For our plan sponsors, we strive to make plans more efficient and easier to manage. At the same time, participants in the U.S. and in many countries around the world have access to advice rooted in

Company-Sponsored Financial Planning|; Stock Plan Services|; Retirement Understanding your company compensation and benefit plans; Clarifying an implementation plan; Employee-sponsored fee-based financial planning Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice.

UBS Corporate Employee Financial Services ® (CEFS SM) helps clients manage their equity compensation plan by providing a robust suite of administrative tools and offering full and partial administrative outsourcing services.

UBS One Source (Corporate Stock Plans). Equity compensation plan clients can obtain account information by logging into the UBS One Source website that is  Corporate Solutions · Equity plans. Wealth Management USA. Find an advisor. Explore our  Both your employees and your business benefit from easy access to stock plan accounts-along with guidance in helping to manage them. Our UBS One Source