Chartwell's Chicago office has recently moved! Our Chicago team is now located in the newly developed Bank of America Tower.

ESOP & ERISA

We are dedicated to providing logical, clear, and defensible ESOP valuations.

Our expertise is evidenced by relationships with hundreds of ESOP clients across the country. For over 25 years, clients in a wide range of industries have trusted Chartwell opinions of fair market value for ESOP and ERISA compliance.

Areas of Expertise

  • Annual valuations
  • ESOP transactions
  • Trustee advisory
  • Employer stock held in 401(k) plans
  • Other ERISA benefit plans

Select Experience

From the Experts


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