Need help? Contact us

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

Defined benefit - or more information please email us at Workplace-Benefits@bofa.com.

Stock plan services – Danyle Anderson  980.416.4486

Health account 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 – Large-mega market - Karen Watts 774.721.0770 or Mid-market - Steve Muller 980.467.5773

Health benefit solutions – Allan Voytek 959.268.0305