Quick Takes - Top 3 Participant Missteps

Host Amy Reback looks back on common missteps participants have taken on their equity journeys. She identifies three specific mistakes to watch out for, explores different ways to avoid them, and covers what can be done to help participants better understand these pitfalls.

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Equity compensation is notoriously complex for both participants and stock plan administrators. Amy Reback, Vice President of Stock Plan Services at Charles Schwab, talks candidly with guests from the stock plan world to untangle how it all works, so you can make more empowered decisions. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (0121-0YBG).