Equity Plan Migration

We partner with you to create a migration plan

that fits your goals and timelines. 

You’re informed and involved at every step, so the process reflects your priorities.

Initiation

Define goals and gather data

Planning

Coordinated platform configuration
and data transition

Execution

Configure, test, communicate,
review and audit

Support

Ongoing relationship
management and operational
support beyond go-live

Minimizing the data risk

J.P. Morgan Workplace Solutions - Equity plan migration

Migrating equity plans impacts global payroll, tax, governance and compliance.
Extensive historic plan and participant data can further complicate
matters. We demystify this process to deliver a controlled transition you can trust.

  1. Data integrity and historical reconciliation
  2. Integration and API continuity (HRIS, payroll, tax, etc.)
  3. Global compliance and governance controls
  4. Structured data review, validation and sign-off

Hands-on implementation
And support that doesn’t stop at launch

Global experience, local insight

Your migration is managed by specialists with global experience and local understanding.

“Every migration is different. What we’ve learned from doing this many times is that the fundamentals don’t change: clear accountability, disciplined execution, and constant visibility. With these in place and with our team supporting you at every step, the transition becomes smoother.”

Lori Drenkhahn

Global Head of Client Onboarding

  • Lori Drenkhahn

    Lori Drenkhahn

    Global Head of Client Onboarding

  • Kareem Ross

    Kareem Ross

    Deputy Head of Client Onboarding

  • John Hodge

    John Hodge

    Executive Director, Equity Plan Management

  • Casey Lafer

    Casey Lafer

    Global Head of Client Relationship Management

  • Jackson Vaught

    Jackson Vaught

    Head of Participant Solutions

Continued investment in our platform,
integrations and reporting capabilities
help ensure transitions are not only
well managed, but future ready.

No outsourcing

All migrations managed in-house by our specialists

API connectivity

Works with over 180 HRIS, payroll and tax systems

Global operations, local knowledge

End-to-end management, compliance and support for your people

Flexible financial reporting

Accurate, up-to-date reports with dedicated finance support

1/1

Your questions answered

  • How long does migration take?

    Timelines are set with you, based on your needs.

  • Is my data secure during migration?

    Yes. We use secure, controlled methods and comply with all regulations.

  • Do you outsource implementation?

    No. All migrations are managed entirely in-house by our specialists.

  • Can we migrate historical data during implementation?

    Yes. We migrate historical plan and transaction data, providing continuity for administrators and participants.

  • What resources do you need from us during migration?

    Access to key personnel and legacy systems will be agreed with you during the planning stage.

  • How do you support participants during implementation?

    In-person and on-demand educational tools, including training, documentation and workshops for a transition with minimal disruption.

J.P. Morgan Workplace Solutions - Equity plan migration
  • Understand our step-by-step implementation process
  • See the platform’s features in action
  • Get answers to your specific questions from specialists
  • Gain confidence in a secure, controlled and reliable transition
  • Users Love Us

4.8 out of 5,
based on customer reviews

Connect to arrange a discussion

For rating methodology details click here. Ratings may not guarantee future success or results.