Equity compensation services

Bank of America’s equity compensation services through Merrill, deliver the experience, technology and personal service that can help meet virtually all your stock plan support services’ needs. We help you focus on what’s important. Watch our video to see how we are helping employees understand their compensation plan benefits.

We can help address your strategic business goals and provide a customized solution to fit your needs. From big picture strategy down to the finer details, we can put powerful equity plan administration in your hands while helping your participants realize the value of their stock benefits and helping your executives navigate complex wealth planning needs. Supported by personalized service and guidance, our turnkey equity plan solutions are flexible and customized and can include:

• Nonqualified and incentive stock options
• Performance shares and units
• Restricted stock and units
• Dividend equivalent units
• Stock appreciation rights
• Employee Stock Purchase Plans (ESPP)
• Equity and ESPP financial reporting solutions

Our equity professionals are accessible and committed, working one-on-one with you to build a deep understanding of your needs, by helping you:

• Complete a comprehensive needs analysis
• Establish both short- and long-term goals
• Develop a strategy to pursue your goals
• Continually measure progress through regular service reviews
• Evolve with your plan service needs

You can count on our experienced:

• Certified Equity Professionals (CEPs)
• AwardChoice Financial Reporting™ (ACFR) Specialists
• Call center service representatives
• Merrill advisors