Equity Compensation

Engaging employees through company ownership

Companies face many challenges when designing and administering equity compensation that will attract, retain and motivate executives and key employees. The right partners can help you recordkeep your equity awards and help deliver effective employee education and communications, resulting in helping your company create an ownership culture.

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

AwardChoice ®

This Equity Compensation solution for your company, combined with our service and brokerage capabilities for your participants, supports a variety of equity awards, including:

  • Restricted stock and restricted-stock units
  • Auto-enrollment and qualified default investments
  • Performance awards and performance units
  • Dividend-equivalent units
  • Stock-appreciation rights
  • Restricted Cash awards
AwardChoice® - Three
escalating levels of service		 Features and advantages
Direct execution
  • Facilitates the transaction process through a Merrill Lynch Financial Advisor
  • Your company maintains all equity compensation program recordkeeping inhouse
Linked execution
  • Streamlines service by electronically linking your recordkeeping system to Bank of America Merrill Lynch
  • Recordkeeping remains in-house while we maintain an electronic copy of your records in our system
  • Participants can receive virtually around-the-clock support via Benefits OnLine®, the Interactive Voice Response (IVR) system or the Participant Service Center
Direct execution
  • Dedicated Merrill Lynch Financial Advisor and service management teams
  • Comprehensive recordkeeping and brokerage services
  • Ongoing service support for you and your employees
  • Participants can receive virtually around-the-clock support via Benefits OnLine®, the Interactive Voice Response (IVR) system or the Participant Service Center
  • Customized communications campaigns
  • Seamless, on-demand financial reporting solution* * Provided by Equity Analytics, LLC (also known as Equity Methods)
25% of workers and retirees have no savings at all.* Are your employees prepared for the future?
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176