ESOP Annual Administration

ERISA requires that ESOP-held stock be valued independently at least once per year for plan administration purposes, including participant account updates, distributions, and diversification elections. Cogent Valuation provides annual ESOP valuations to a long-standing base of clients across a wide range of industries, many of whom have retained us for their annual update every year since the 1990s. Our annual valuation process is rigorous and efficient. We maintain continuity from year to year, which means we understand each client's business deeply and can identify meaningful changes in value drivers without starting from scratch. Our analyses are prepared with the documentation required to satisfy plan administrators, trustees, and their auditors.