Amanda Benincasa Arena, MBA, CEP, FGE’s Post

I have to admit it isn't abundantly clear what the term "T +1" means at face value. But according to the Equity Pros at Aon, I have learned that the SEC has mandated a shortened period for settling your stock-based compensation transactions to JUST ONE DAY! So the question is whether your equity programs are currently set up for success and compliance with this new requirement? Do you have processes that enable you to comply with T+1 *accurately*? You can read more about this new requirement at the memo linked below. And the good news is that if you need help figuring out next steps, our Equity pros are more than happy to answer an email or jump on the phone about this topic. Enjoy the light reading this morning. #aonhumancapital #aonequity #t+1 #seccompliance #secreporting #equitycompensation Amanda Benincasa Arena, MBA, CEP Dan Kapinos, CEP, CECP, FGE Derrick NeuhauserMike Xu

The SEC has announced its T+1 Settlement rule, in effect as of May 28, 2024. This major change shortens the settlement window and means companies must adapt quickly. While this poses a challenge, it's also the perfect opportunity to improve administration processes.   Is your company prepared for this transition? Now is the time to review and enhance your settlement procedures to ensure compliance and efficiency.   Have thoughts on this change or need advice on getting ready? Comment below or reach out to your Aon representative today for expert guidance.   #SECT1 #StockPlan #FinancialRegulations #CorporateFinance #Aon #AdaptAndImprove

T minus 2 months for T+1... Equity Plan people - here is your call to action! The SEC has mandated a shortened period for settling your stock based compensation transactions to JUST ONE DAY. Is your Plan set up for success? Do you have processes that enable you to comply with T+1 *accurately*? If you find yourself wondering what you might be missing - we're here to help. From over-the-shoulder consulting to complete outsourcing of the change management, Plan edits, award agreement changes, process improvements, and administrative training - Aon has you covered. hashtag #SEC hashtag #stockplans hashtag #thefinalcountdown

I have to admit it isn't abundantly clear what the term "T +1" means at face value. But according to the Equity Pros at Aon, I have learned that the SEC has mandated a shortened period for settling your stock-based compensation transactions to JUST ONE DAY! So the question is whether your equity programs are currently set up for success and compliance with this new requirement? Do you have processes that enable you to comply with T+1 *accurately*? You can read more about this new requirement at the memo linked below. And the good news is that if you need help figuring out next steps, our Equity pros are more than happy to answer an email or jump on the phone about this topic. Enjoy the light reading this morning. #aonhumancapital #aonequity #t+1 #seccompliance #secreporting #equitycompensation Amanda Benincasa Arena, MBA, CEP Dan Kapinos, CEP, CECP, FGE, Derrick Neuhauser, Mike Xu

If it feels like everything is speeding up EXCEPT the time it takes to get to your next day off, you're right! Under the T+1 settlement rule, this includes most securities transactions as of May 28, 2024. Fortunately, our subject matter experts in governance, equity, communication, stock plan administration, taxation, and compensation can help you facilitate changes to comply with the new deadline—and keep your next vacation on track!

If firms want T+1 to result in less trade fails, then they should look no further than the settlement instructions - one of the key reasons why trades fail today. In T+1, the day of grace is eliminated and firms won’t discover until settlement date that the trade is not matched up on the same settlement platform. Read our free T+1 Discussion Paper to find out more. https://lnkd.in/erKz7s-Q #tradesettlement #t+1 #csdr

If firms want T+1 to result in less trade fails, then they should look no further than the settlement instructions - one of the key reasons why trades fail today. In T+1, the day of grace is eliminated and firms won’t discover until settlement date that the trade is not matched up on the same settlement platform. Read our free T+1 Discussion Paper to find out more. https://lnkd.in/exVKtS2W #tradesettlement #t+1 #csdr

If firms want T+1 to result in less trade fails, then they should look no further than the settlement instructions - one of the key reasons why trades fail today. In T+1, the day of grace is eliminated and firms won’t discover until settlement date that the trade is not matched up on the same settlement platform. Read our free T+1 Discussion Paper to find out more. https://lnkd.in/eHfTjaGy #tradesettlement #t+1 #csdr

ACA insights about mandatory reporting, transition periods, key compliance dates, and best practices regarding FINRA requirements for Residential Supervisory Locations (RSLs).

Our latest blog breaks down the newly introduced locking feature for auto-populated liabilities in GSTR-3B. Learn about its benefits, challenges, and how it impacts compliance. Read the full blog here: https://lnkd.in/dYufXAUy #GSTUpdates #GSTR3B #TaxCompliance #BusinessInsights #GST #RMPS #RMPSCo #RMPSAcademy