Stock plan services

Helping you take care of what matters most

Bank of America’s stock plan 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.

 

The importance of finding a stock plan provider that can meet your needs

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 help you 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

 

For you and your company

Committed to working with you today while planning for tomorrow, including:

  • Helping you attract and retain talent
  • Helping you help your employees realize the value of their awards
  • Streamlining tasks with recordkeeping services and technology
  • Working with a team to help you manage ASC 718 compliance and mitigate risk
  • Navigating the complexities of international awards
  • Continuous information security and data protection protocols

For your employees

To ensure your employees experience the full benefits of your stock plan, we help them to:

  • Understand their awards
  • Access plan information and assistance via digital and mobile channels
  • Know the actions they need to take
  • Obtain personalized guidance
  • Think and act like owners

Our stock plan professionals…

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

 

Frequently asked questions

What is a stock plan?

A stock plan is a company benefit that offers employees the opportunity to purchase company stock at a discounted rate. Certain plans come with specific limits—such as when and how much you can purchase. While employees aren’t obligated to participate, stock plans can bring benefits for both parties.

What are the different forms of stock-based compensation?

There are several different forms of stock-based compensation you can offer employees depending on your business needs. Some of the more common forms of stock-based compensation include stock options, restricted stock awards, restricted stock units, performance awards, stock appreciation rights, and employee stock purchase plans (ESPP).

Are stock plans worth it?

Stock plans can be a favorable choice for companies who are looking to attract and retain top talent. They provide employees the ability to receive or purchase shares of company stock as part of employee compensation and can help keep employees motivated by incentivizing their hard work with shared earnings. Some stock plans can also deliver certain tax advantages for employers.

What are the benefits of employee stock plans?

Employee stock plans can offer many potential benefits for both employers and employees. These benefits include providing employees an opportunity to share directly in the company’s success through stock holdings, they align the interests of the employee with the shareholders and provide a benefit to help employers attract and retain talent. Stock plans can also help companies maintain a competitive edge while providing a unique financial opportunity for employees. Connect with a team member today to learn more about the right stock plan for your business.

Get in touch today

James Humza headshot

James Humza

Managing Director

Stock plan services

Workplace Benefits

609.274.4712

james.humza@bofa.com

Discuss your options with a team member today.

Find out how we can help you take care of what matters most—for your business and employees.