This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

UBS Only Firm To Earn High Satisfaction Ratings From Both Full And Partial Administration Clients In Group 5 Annual Survey Of Stock Plan Administrators

UBS Equity Plan Advisory Services today announced that, for the second consecutive year, it has earned the highest rating for partial plan administration satisfaction and top rating for full plan administration satisfaction. UBS is the only firm to be so highly rated in 2013 for both full and partial plan administration in the survey conducted by Group 5, an independent research and consulting firm.

"We are committed to advising our clients by providing customized solutions and executing on those solutions. Achieving such high levels of customer satisfaction in both full and partial administration is evidence that our commitment to this business is paying off and that we are successfully meeting our clients needs," said Michael Barry, head of UBS Equity Plan Advisory Services.

Strong Marks for Account Support

UBS understands the importance that account support plays in developing and maintaining strong partnerships with clients. UBS received top ratings from partial administration clients for the ability of account support to resolve requests, problems or errors, keeping sponsors informed of regulatory changes and industry trends, and has the highest rating for adding value through sharing best practices and suggesting solutions. In addition, UBS was also top rated by full administration clients for overall service from account support staff and responsiveness of account support.

Addressing the complexities of global workforces

Ninety percent of UBS clients have plan participants around the world, and these clients put a premium on the ability to support international employees. Both full and partial administration clients gave UBS the highest rating for overall satisfaction with international plan participant service. UBS also received the highest ratings from partial administration clients for the ability to support foreign tax withholdings and for successfully delivering proceeds in multiple currencies.

Helping employees create wealth through equity awards

Companies rely on their equity compensation plans to help attract and retain key talent. Stock plan administrators can help those employees understand the value of equity awards and demonstrate how they play an important role in individual employees' personal wealth. UBS received highest ratings on the partial administration side for overall satisfaction with brokerage services, execution of plan participant transactions, and functionality of US plan participant website. Respondents to the Group 5 survey also gave UBS the highest ratings in both full and partial administration for US executive services such as Section 16, Rule 144 and Rule 10b5-1 plans, and for wealth management services.

1 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,279.74 +13.75 0.08%
S&P 500 2,010.40 -0.96 -0.05%
NASDAQ 4,579.7890 -13.6380 -0.30%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs