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Stock Plan Benefits Can Be a Competitive Advantage

Presenting our annual Voice of the Participant Survey designed to gather insights and feedback about participants’ stock plan experiences. The study explores the value and benefits of stock plans and how they can be a key factor in employee retention.

With the ever-evolving labor market of recent years, people and companies have been scrambling to adjust. From the Great-Resignation in 2020 to the Great Re-hire in 2021, 2023 could be the year of the “Great Retention”, as focus shifts to creating and maintaining employee loyalty.

Find out more in the full report.

Morgan Stanley at Work fielded a twenty question Annual Voice of the Participant (VOP) Survey with 86,000 U.S. stock plan participants - a 205% increase in response year-over-year (YoY) – to gather insights and feedback about stock plan experiences, and to explore the value of stock plan benefits in driving employee retention.

What remains clear is that stock plan benefits are a valuable—and valued—workplace offering and that maintaining employee loyalty requires some employer-led actions. Workplace financial benefits continue to be an important consideration when determining whether to accept – or stay at – a job, along with an expectation that companies will help employees get the most out of these benefits through education and financial know-how.

Some of the key findings:

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Organizations that successfully leverage equity to engage their workforce may inspire more satisfied and financially empowered employees – and that engagement may help retain talent.

VIEW THE REPORT

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There’s never been a more important time for business leaders to be in the know and be in the now. Insights brings industry professionals and thought leaders together to deliver the fresh perspectives and keen insights needed to help drive your business forward.

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

This material has been prepared for informational purposes only. The information and data contained herein has been obtained from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC makes no representation as to the accuracy or completeness of the information from sources outside of Morgan Stanley. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

CRC 5397311 1/2023

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