Contact us

Let's start a conversation. Reach out to learn more about how we can help deliver potential financial wellness solutions.

Plan Participants

Looking for information on your retirement account? Click for ways to connect with us.

For information about your 401(k) retirement account, please call 1.800.228.4015

For more information about your equity awards, please call 1.877.767.2404

or

 

Plan Sponsors

Learn how we can help you offer benefits that reflect the needs of your employees and organization.

Defined contribution plans - 1.877.902.8730

Nonqualified deferred compensation - For more information please email us at Workplace-Benefits@bofa.com.

Defined benefits - For more information please email us at Workplace-Benefits@bofa.com.

Stock plan services - For more information please email us at stockplanservices@bofa.com.

Health benefit solutions - Kevin Rountree 252.529.7990

Consultants

Our dedicated Consultant Relations team is standing by to help you find the solutions in the best interest of your clients.

Defined contribution plans – For more information please email us at WorkplaceBenefits_DefinedContribution@bofa.com.

Health benefit solutions – For more information please email us at WorkplaceBenefits_HealthBenefitSolutions@bofa.com.

 

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