Equity Compensation Plays Major Role in Workers’ Retirement Plans and Financial Wellbeing

Equity compensation is far more than a workplace perk for employees at firms offering this benefit. According to a new survey from Charles Schwab of stock plan participants, three-quarters (76%) say equity compensation is very important, and nearly half consider it a “must-have” benefit when evaluating a new job. Half view equity compensation as a critical tool to help achieve retirement goals, and many say it will help them build/increase wealth (38%), learn more about investing (37%), alleviate financial stress (32%), and boost employee morale (32%). Participants say company stock makes up about one-third of their overall investment portfolios on average. READ MORE