Equity compensation services

Helping you take care of what matters most

Bank of America’s equity compensation services 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.


An innovative approach

As a plan sponsor you may be looking for:


  • A recordkeeper who understands your plan and provides administrative solutions to fit your needs
  • A disciplined plan management process that includes plan and financial reporting and services to support your global needs
  • An executive services experience led by dedicated Merrill advisors specializing in the unique needs of your executives


We can support you and your employees with your equity benefit programs, including:


  • Nonqualified and incentive stock options
  • Performance shares and units
  • Restricted stock and units
  • Dividend equivalent units
  • Stock appreciation rights
  • Integrated stock plan solutions
  • 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 compensation 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

Real people for real needs

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


See how we are helping employees understand their compensation plan benefits

Get in touch today

James Humza headshot

James Humza

Managing Director,

Equity Compensation Services

609 274 4712


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.