Equity Compensation
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ARN3D370 | 8/15/12

Equity Compensation Plan

Engaging employees through company ownership

Companies face many challenges when designing and administering equity compensation plans that will help create an ownership culture. At Bank of America Merrill Lynch, we understand the value a total equity compensation plan has for your company and its employees, and we understand all that is at stake.

As a plan sponsor, you may be looking for:

  • Financial wellness for employees
  • Simplified management of broad-based plans, key employee services and executive services
  • One point of contact for all types of plans: defined contribution, defined benefit, nonqualified deferred compensation, equity compensation, executive compensation, health savings
  • Access to plan management tools, utilization and performance reports

Employees are looking for:

  • Holistic support to gain financial wellness
  • A unified view of their overall financial picture
  • Ability to access information and make transactions THEIR way – Web, voice response, call center, in-person

We believe that no company is better equipped than Bank of America Merrill Lynch to give you truly customized solutions and integrated products and services that allow you and your employees to leverage and experience the value of a total equity compensation plan. As a truly global banking and benefits organization, we seek to meet your needs for international language services. Click here to access industry research sponsored by Bank of America Merrill Lynch.

We can support you and your clients with virtually every type of plan and equity award

  • Comprehensive, fully integrated Employee Stock Purchase Plan services
  • Nonqualified and Incentive Stock Options
  • Restricted Stock and Units
  • Performance Shares and Units
  • Dividend Equivalent Units
  • Stock Appreciation Rights

Equity Compensation Plan

Employee Stock Purchase Plans

We offer ESPP services that build on the core strengths of Bank of America Merrill Lynch. As an ESPP plan sponsor, you will enjoy relationship management that is fully integrated with other Bank of America Merrill Lynch benefits relationships. Your plan participants will have virtually 24/7/365 access to our call center, voice response system, and award-winning* Web site.

Key employee equity awards

Whether you prefer recordkeeping your equity compensation program in-house or outsourcing the recordkeeping, Bank of America Merrill Lynch has solutions that can help with the complexity of tracking these awards, while engaging your workforce.

  • Comprehensive, fully integrated Employee Stock Purchase Plan services
  • Nonqualified and Incentive Stock Options
  • Restricted Stock and Units
  • Performance Shares and Units
  • Dividend Equivalent Units
  • Stock Appreciation Rights

Bank of America Merrill Lynch has the knowledge and experience to assist corporate executives and directors in managing their company stock holdings. Our services help executives comply with SEC rules and issuer's ownership guidelines while helping with overall wealth management.

Bank of America Merrill Lynch's Equity Award Services are best suited for plans with a minimum of 250 participants and $50 million in the money grant value.
When asked which one benefit is the most critical in helping to reach financial success in retirement, employees responded:
  • Equity Plans (68%)

2012 Workplace Benefits Report

AwardChoice Financial ReportingTM

Through the AwardChoice® platform, companies have access to AwardChoice Financial ReportingTM, a comprehensive and seamless, end-to-end financial reporting solution for your equity award programs.

The AwardChoice Financial Reporting service can assist AwardChoice® full service recordkeeping clients with the challenges they face in maintaining compliance with ASC 718 / FAS 123R, including valuations, expensing and the financial reporting effects of equity-based compensation arrangements. AwardChoice Financial Reporting focuses on compliance, accuracy and flexibility, while keeping pace with an evolving industry landscape.

To learn more about AwardChoice Financial Reporting click here.

AwardChoice Financial ReportingTM services are provided by Equity Analytics, LLC an indirect, wholly owned subsidiary of BAC.

AR-ARV4Z4I0-EXP-2013.07.01
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