Important ServiceNow Benefit Plan Features and Dates

  • ServiceNow's RSU Quarterly Vesting Months:

    • February

    • May

    • August

    • November

  • The ServiceNow ESPP:

    • Offers 15% purchase price discount

    • Includes lookback pricing

    • Provides six-month offering periods

    • Starts offering periods on:

      • February 1

      • August 1

  • Typical bonus payout timing:

    • August: First half of annual bonus payout

    • February: Second half of annual bonus payout

    • Frequency: Annual

  • 401(k) retirement savings plan:

    • Company matching contribution: 50% of your contribution up to 6% of your income per pay period

    • Includes Mega Backdoor Roth features (after-tax contributions + in-plan Roth conversion)

A Team That Understands Your ServiceNow Compensation

Get professional guidance on your compensation, from RSUs to retirement plans. We help you:

 
 

Create a unified plan for your RSUs, ESPP, and bonus awards

 
 

Balance saving and spending effectively

 
 

Plan retirement contributions to help ensure you’re on track

 
 
 
 

Choose the right way to use bonuses and RSUs to support your goals

Navigate vesting schedules and ESPP offering periods

Decide when to sell stock to minimize tax and build net worth

 

Your Whole Financial Picture Matters

Your ServiceNow compensation and benefits are just one part of the equation. To help you achieve your life goals, we look at your finances holistically, creating a comprehensive plan to help you with:

 
 

Cash Flow & Budgeting

Find the right balance between spending for today and saving for tomorrow.

Investment Strategy

Grow wealth with a plan centered on your goals.

Tax Planning

Manage your taxes throughout the year to lower your bill and avoid surprises.

Retirement Planning

Create a retirement strategy that aligns with your desired timeline and lifestyle.

Debt Management

Handle necessary debt, like your mortgage, and reduce other debt for overall financial health.

Estate Planning

Ensure your family will be taken care of and leave the inheritance you want for the people and organizations that matter to you.

Risk Management

Get advice on insurance coverages you need to help protect the life you’re building.

 

Insights for Tech Professionals

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The Wealth Building Power of RSUs (It’s not what you think.)
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Maxing the Mega Backdoor Roth
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Be in Control of Your Financial Future

The tech industry can offer you so much financial opportunity—you just need to know how to take advantage of it. We’re here to help you optimize your RSUs, reduce tax burdens, retire on your timeline, and build wealth. Schedule a call to learn how we can help you feel confident you’re on the right financial track.

 
 

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