Q Product Spotlight Webinar Exploring Recent Product Developments
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1 FIDELITY STOCK PLAN SERVICES Q Product Spotlight Webinar Exploring Recent Product Developments December 6, 2017 FOR PLAN SPONSOR USE ONLY. NOT FOR PARTICIPANT DISTRIBUTION. 1 SCREENSHOTS FOR PLAN SPONSOR ARE USE FOR ONLY. ILLUSTRATIVE NOT FOR PLAN PURPOSES PARTICIPANT ONLY. DISTRIBUTION.
2 FIDELITY STOCK PLAN SERVICES NetBenefits Global Mobile App and New Summary Page Nick Tzanetakos Global Names & Addresses and Withdrawal Preferences Angela Walker AGENDA Online Grant Enhancements Jim Blaut Alerts Program Bill Halligan Questions & Answers Rob Robitaille FOR PLAN SPONSOR USE ONLY. NOT FOR PARTICIPANT DISTRIBUTION. 2 2 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
3 FIDELITY STOCK PLAN SERVICES NetBenefits Global Mobile App and New Summary Page Nick Tzanetakos FOR PLAN SPONSOR USE ONLY. NOT FOR PARTICIPANT DISTRIBUTION. 3 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
4 NETBENEFITS GLOBAL MOBILE APP AND NEW SUMMARY PAGE NetBenefits Mobile App Mobile app capabilities now available to participants outside the U.S. Monitor View grants, balances, actions, history, etc. Manage Accept and exercise awards, sell stock, request withdrawals, and more Includes language translation and multicurrency capabilities 4 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
5 NETBENEFITS GLOBAL MOBILE APP AND NEW SUMMARY PAGE NetBenefits Stock Plan Summary Page Enhancements Help participants understand the value of their awards, and necessary actions, in a simple and intuitive manner Understand the value of their awards, and when they will receive their benefit Make clear what actions are needed, when and how Responsive design creates a participant experience that works across all device types (desktop, tablet, mobile) 5 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
6 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Global Names & Addresses and Withdrawal Preferences Angela Walker FOR PLAN SPONSOR USE ONLY. NOT FOR PARTICIPANT DISTRIBUTION. 6 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
7 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Withdrawal Preferences Finding withdrawal preferences Manage withdrawal preferences from any device. Alert and Withdrawal Preferences tabs make it easier to find preferences. 7 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
8 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Withdrawal Preferences Simple questions guide participants 8 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
9 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Withdrawal Preferences More information up front to help avoid surprises later 9 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
10 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Withdrawal Preferences Name on file with Fidelity must match the receiving bank 1. Update your HR/payroll system if you have a feed OR 2. Update the participant in PSW TIP: Use the new full name field if you don t want to change data in your HR or payroll system. 10 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
11 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Withdrawal Preferences Details required for withdrawal 1. Helpful info on details participants may not be familiar with 2. Formatting info and validations to ensure data quality and prevent later wire rejections 1 3. Details required are specific to country, currency and transaction type 2 11 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
12 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Personal Information Page General tab, edit name, and other indicative information Each tab organizes information into sections for you to view and edit You can edit only the sections you want to none that you don t Full Name supports longer names and Western European characters. 12 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
13 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Personal Information Page, continued Use Update now link to convert Outside of U.S. participants to global name & address format Update to global format option is only available for Outside of U.S. participants with Stock Plan accounts. Global name & address will not be overwritten by your feeds and uploads. You ll receive a warning message to remind you to make updates in PSW. 13 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
14 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Personal Information Page, continued Update global names & addresses after conversion. View and update global names & addresses just like you would for a U.S. participant. 14 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
15 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES The O.U.S. Participant Experience Delivering and developing at the same time Making it easier to provide O.U.S names and addresses while participant enhancements continue. Two versions of globally-formatted data for O.U.S. participants: Global and U.S. Creation of 2 versions is automated Letters transliterated to English (e.g., ñ > n) Data will be kept in same order and as much retained as possible U.S.-formatted version used by systems not yet enhanced to support global version All relevant systems will be updated to support global version over the next two to three years Global Format in 2018 Global Format in Communications Welcome kits New alerts Grantor letters W-8 certification reminders Confirms Statements New account opening letters Account change letters & alerts 1042-S NetBenefits Online grant acceptance Profile page Account activation Timeline to update specific communications may change. 15 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
16 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Global Indicative Report, continued Contains indicative data for all participants including those with global data Send participant communications to U.S. and O.U.S. participants Review U.S. format for participants using the global format for name & address 16 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
17 GLOBAL NAMES & ADDRESSES AND WITHDRAWAL PREFERENCES Global Name & Address When will it help? Target: Q Target: Late 2018 Target: Beyond 2018 For specific participants Problems with non-english characters Being converted to junk Causing errors in feed or upload processing Problems receiving money Name at bank won t fit in first and last name fields Problems receiving mail by post Grantor letters For many participants Individual manipulation or management of names and addresses Upload Global Names & Addresses using new PSW FirstLine template Provide Global Names & Addresses via feed (coding required) Complete name & address not used in critical communications Welcome kits Stock plan alerts W-8 certification reminders NetBenefits profile Online grant acceptance More enhancements for participants Communications Confirms Statements New account opening letters Account change alerts 1042-S NetBenefits Account activation 17 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
18 ONLINE GRANT ENHANCEMENTS Online Grant Enhancements Jim Blaut FOR PLAN SPONSOR USE ONLY. NOT FOR PARTICIPANT DISTRIBUTION. 18 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
19 ONLINE GRANT ENHANCEMENTS PSW Grant Documents Direct access to OGA documents Easy to search and filter for documents Reconcile documents assigned to Plans/Products without pulling a report SCREENSHOT 19 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
20 ONLINE GRANT ENHANCEMENTS Document Details Key information for your documents at your fingertips Preview Document with View Documents functionality SCREENSHOT All Document details in one location including Callout messages in December 20 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
21 ONLINE GRANT ENHANCEMENTS Forced Document Rendering Active now for OGA documents Ensure your plan participants are clicking document links prior to accepting grant Simple error messaging to guide participant 21 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
22 ONLINE GRANT ENHANCEMENTS Document Override Ability Assign documents at the grant level Ability to break away from only assigning documents at the Product ID level Reduce the need to setup new Product ID s each time a grant agreement changes Grant load template expanded to include Document ID s for easy assignment for documents at the grant level 22 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
23 ONLINE GRANT ENHANCEMENTS What is next for OGA? A look ahead Available Now Target: Q Target: Later 2018 PSW Document Library View grant documents in PSW Search and filter based on Product/Plan, Date created and Document ID Forced Document Rendering Ensure participants click on document links prior to accepting grant Assign documents directly to grants Ability to override Product ID documents by assigning document at grant load using the Grant load template Additional document types available for OGA process New document types (10K, Claw-Back, FAQ, Non- Compete) These new document types are in addition to the existing Grant Agreement and Plan Document types Up to 10 documents per grant acceptance Allows you to tailor your documents for your unique plan Auto Acceptance for OGA Wet Signature Support PSW Upload of Documents (no service request) Assign documents by Date Range Assign documents to grants without OGA process 23 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
24 ALERTS PROGRAM Alerts Program Bill Halligan FOR PLAN SPONSOR USE ONLY. NOT FOR PARTICIPANT DISTRIBUTION. 24 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
25 ALERTS PROGRAM Enhanced Alerts Goals for the new alerts offering How we trigger alerts Increased alert configurability Enhanced alert reporting 25 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
26 ALERTS PROGRAM Enhanced Alerts Target LIVE: January 2018 Blackout Ending Alert Sample for U.S. participants Other Alerts: Grant Acceptance SOP/SAR Post-Exercise SOP/SAR Expiration Post-Distribution 26 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
27 ALERTS PROGRAM Enhanced Alerts Target LIVE: January 2018 Phase 1 PILOT Add alerts: Upcoming Blackout Period and Blackout Ending Q Q Phase 2 Blackout management and ESPP alerts Add new blackout management alerts and new ESPP alerts Channels: , Web Q Phase 3 Additional functionality (new alerts and channels) Additional stock plan alerts, including print mail backup Target LIVE: January FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
28 QUESTIONS & ANSWERS NAME OF PRESENTATION OR SECTION THETA CORP Questions & Answers 28 FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
29 Important Additional Information FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION. SCREENSHOTS ARE FOR ILLUSTRATIVE PURPOSES ONLY. Any tax information is general in nature and for informational purposes only. Fidelity does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC, or by your company and its service providers. Fidelity Clearing & Custody Solutions SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI FMR LLC. All rights reserved FOR PLAN SPONSOR USE ONLY. NOT FOR PLAN PARTICIPANT DISTRIBUTION.
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