Chuck White joined SES Advisors in 2011, bringing more than five years of qualified ESOP plan administration experience working with ESOPs and 401(k) plans. Chuck provides professional administration and consulting services to ESOP and 401(k) plan sponsors. He has experience in defined contribution profit sharing and 401(k) and ESOP administration, including determining distribution eligibility, compliance testing and government filing, and Form 5500 preparation.
Prior to joining SES, Chuck was a senior administrator for the consulting group at Crowe Horwath LLP’s Oak Brook, Illinois Benefit Plan Services practice. He holds a Bachelor of Science in Management from Purdue University.
402 Wall Street, Suite 42
Valparaiso, IN 46383