Outsourcing & Co-Sourcing
Premium-Service Stock Plan Administration
Managing a stock plan for employees and non-employees means staying current with regulations and software updates and submitting reams of reports. Continental FRS Plan Administration stock plan administrators can shoulder that burden for you, in whole or in part.
You gain the expertise of our trained staff, while minimizing your own staffing and training needs. CFRS plan administrators are always up-to-date on regulations and use our time-tested tools and best practices to complete work accurately and efficiently.
Our stock plan managers are all CEP certified. They follow our strict security and risk management procedures to ensure compliance with SEC requirements. We are SAS70-certified. An internal audit was completed of our control procedures and we have demonstrated compliance with the Statement on Auditing Standards 70 for service organizations (SAS70), an important element in Sarbanes-Oxley compliance.
A Complete Range of Services
Our stock plan administrators can assist with any or all aspects of your program, including:
- Forms 3, 4 & 5 Filings
- Software conversions
- Database work:
- ASC Topic 718 (FAS123R)
And of course, they are proficient in all the leading software applications:
- E*Trade’s Equity Edge Online
- Solium’s Shareworks/CapMx/Corp Focus
- Global Shares Equity Admin
- Morgan Stanley's Sapphire
- Fidelity's PSW