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Purchase Price Allocation - An Overview and Update
Some of the rules regarding a purchase price allocation have changed and some have actually become simpler. What do I need to know? Mark Gehrig walks us through the basics of this important compliance requirement.
Pamela Steverango Retires After 30 Years
It is with mixed emotions that Chartwell announces Managing Director Pamela Steverango’s retirement at the end of this year. Pamela has been a valued partner and friend for the past six years and we will miss her wisdom, insightful thinking, and ability to forge lasting relationships with everyone she meets.
Chartwell Advises on Sale of Marco, Inc. to Norwest Equity Partners
Chartwell is pleased to announce the successful sale of Marco, Inc. ("Marco" or the “Company”) to Norwest Equity Partners ("NEP"), a nationally recognized leader in the private equity investment community. Marco, a well-known market leader in providing IT products, services, and solutions had also been a long-time 100% employee-owned company through an Employee Stock Ownership Plan (“ESOP”). Through this transaction, Marco created a significant realization of retirement assets for their ESOP participants. Further, by partnering with NEP to provide additional capital and strategic insights, Marco now has additional resources to accelerate its industry leading growth.
Form 5500 Changes
While the filing deadline is many months away, plan sponsors should take a few minutes to become familiar with the changes that have been made to the proposed Form 5500 for 2015. Click below to learn about the new compliance questions.
The ESOP Association's Las Vegas Conference and Trade Show
Join Chartwell at The ESOP Association’s biggest event of the year, the Las Vegas ESOP Conference and Trade Show, November 12 and 13. Listen to our experts speak on current ESOP issues and visit us at our new booth location this year, #308!
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.