Morgan Stanley at Work New Stock Plan Participant Survey

New research shows that equity compensation is increasing in value for talent retention and attraction. Participants value financial guidance more than ever before. However, there are still many key issues to consider. New York - Morgan Stanley at Work today released the results of its annual Stock Plan Participant survey. It revealed that equity compensation remains a crucial tool for attracting and retaining talent in a highly competitive labor marketplace. The survey provides new insights into the participant's experience with equity compensation, their perceptions of its value, and the overall benefits it offers. One of the most striking findings of the study was that equity compensation is more effective in recruiting and retaining talent. Participant views on the value stock plan benefits have increased over the past year, with 45% citing stock plans benefits as the reason they joined their company (up by 4% pts.). 60% cited stock plan benefits as the reason they stayed put (up 2%).
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Expert guidance is highly desired: Nearly two-thirds of participants (67%) said that if they had access to financial professionals to assist with investing-related queries, they would use it. However, nearly as many (65%), said they would take advantage of the opportunity to meet with a Financial Advisor to complete financial planning if they were offered this benefit through their workplace. Access to financial coaching in areas such as budgeting and debt management was third (33%), as the benefit they would most likely use. Although progress has been made in understanding tax implications and other important information, many still don't. More participants say they understand key topics like how taxes impact stock plan benefits (39%, up from 34%), how to maximize the financial benefit from their stock plan benefits (38%, up from 33%), and how to seek guidance (46%, up from 41%), but the majority still struggle--demonstrating that while education efforts have helped, there is still more work to do
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Participants want to learn more about investing, retirement and equity. Respondents indicated that they are very or somewhat likely to attend educational sessions about stock plan benefits (70%), retirement (68%), advanced investment (67%), investing (67%), and financial wellness (57%). According to Scott Whatley (Managing Director, Global Head of Equity Solutions at Morgan Stanley at Work), 'In a tight labor market, it's not surprising that equity valuations have declined, but participants still place a high value on equity compensation. This is a competitive workplace benefit to retain top talent and drive employee happiness. The key to unlocking the full benefits of stock plans is education and guidance. There's no better way to ensure that participants fully embrace and understand your plan than to provide them with the best possible support. Further findings from the second annual Morgan Stanley at Work Stock Plan Participants study can be found here
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Morgan Stanley at Work has launched a new podcast, Invested at Work. It covers all things workplace financial benefits. Click here for more information about the podcast and the guests. The first episode focuses on employee well-being in uncertain times. Methodology: Data from the Morgan Stanley at Work 2022 Annual Stock Plan Participants Survey was compiled from an in-house survey that included 86,000 Morgan Stanley employees and E*TRADE, U.S.
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Participants in domestic stock plans Morgan at Stanley at Work conducted the survey using an online survey from September 22 to October 4, 2022. Morgan Stanley at Work Morgan Stanley at Work offers financial solutions that include Equity Compensation through Shareworks and E*TRADE Equity Edge Online as well as retirement and financial wellness solutions.
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Morgan Stanley at Work is a combination of cutting-edge planning, Morgan Stanley intellectual capital, and financial education. It enables employees to create a holistic plan that will help them achieve their financial goals. E*TRADE Securities LLC is a Member SIPC and offers securities products and services. Morgan Stanley Smith Barney LLC offers brokerage services to stock-plan participants in connection with the stock plan solutions offered through Morgan Stanley at Work.
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Morgan Stanley has two separate, but related subsidiaries: ETRADE Financial Corporate Services, Inc., and ETRADE Securities LLC. Morgan Stanley Wealth Management Morgan Stanley Wealth Management, a premier financial services company, provides access to a wide variety of products and services for individuals, businesses and institutions. This includes brokerage and investment advisory services as well as cash management and lending products.
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Morgan Stanley (NYSE : MS) is a global financial services company that provides a broad range of investment banking and securities, wealth management, and investment management services. The Firm has offices in 41 countries and serves clients from all walks of life, including individuals, corporations, governments, institutions, and institutions. Please visit URL for more information on Morgan Stanley.
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Morgan Stanley Wealth Management is a trade name for Morgan Stanley Smith Barney LLC. It is a registered broker-dealer within the United States. LINK Member SIPC. Lindsey Madnick (EMAIL).