Benefits Think Using stock plan automation to prepare for 2020

Published 3 Min Read

When the end of the year rolls around, stock plan administrators can find themselves with a full plate as they reconcile dispositions, plan for tax season and try to get ahead of IRS requirements for the year ahead.

However, evaluating and updating year-end processes can alleviate much of the stress brought on by competing needs and priorities.

Craig Rubino
Head of corporate relationship management and engagement

Craig Rubino is head of corporate relationship management and engagement for Morgan Stanley at Work. In his role, Craig leads the US Public Canadian relationship management, … Read full bio


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