News

February 2020
The ESOP distribution policy—the policy which dictates the timing, method, and form in which participants receive their ESOP account balance upon termination—is a key element of plan design. Accordingly, company leaders should thoughtfully approach the development of their policy as well as changes to the policy that may be necessary after the plan’s inception. What works well early in the life of the ESOP may not work as well years later. With careful consideration and attention, distribution policy is a tool ESOP companies can use to manage repurchase obligations and participant benefit levels throughout the ESOP lifecycle.
February 2020
We are pleased to announce the promotion of eight Chartwell team members in five offices across the country.
January 2020
As we begin 2020, we would like to take a moment to share all that Chartwell accomplished in 2019!
December 2019
Chartwell is pleased to announce the addition of our eighth office: Dallas, Texas. With more than 25 years of financial advisory experience, Chartwell has again expanded its national presence to better serve clients across the country.
October 2019
ESOPs are found in publicly traded and closely held companies of every size, across every industry of the economy, and are particularly common in the AEC industry. It is no surprise why this retirement plan has gained popularity among business owners, management, and employees. For shareholders, ESOPs are a valuable liquidity mechanism that minimizes business disruptions. For employees and management, ESOP participation is a reward for years of dedication and hard work as well as an incentive for future business growth. Moreover, the benefits of ESOP ownership can be accomplished on a tax-advantaged basis.

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