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The Caldwell Trust Company Blog

What Employers Need to Know About 401(k) Rollovers

Posted by Tony Blasini, CPC, QPA

When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee that’s leaving need to understand what’s the best fit for the money in question, such as whether to utilize 401(k) rollovers or withdraw the funds. Below we’ll discuss the pertinent benefits and costs to help you make the right decision.

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Topics: Retirement Plan Services, Investments, Corporate

Special Report: Observations from the 57th Laffer Conference in D.C.

Posted by Chris McGee, CFA CAIA

Once again, we had the opportunity to attend Dr. Art Laffer’s conference in Washington D.C. and we will save you the suspense on the political atmosphere in Washington. The only bipartisan consensus we observed happened when it was announced that a Special Counsel had been appointed to investigate Russian interference in the 2016 election. Support for the move by the Justice Department came from both sides of the aisle. Little agreement and a lot of contention was evident for the balance of the conference that focused on presentations by numerous representatives and senators, as well as Vice President Pence and Office of Management and Budget Director Mulvaney.

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Topics: Corporate, In the News

Market Preview Week of 6/12/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • High profile Technology stocks decline meaningfully Friday
  • S&P 500 slightly lower for the week
  • Monies rotate into Energy and Financial issues
  • Expect rate hike by the Federal Reserve Open Market Committee next week. 
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Topics: Market Preview

To Match or Not to Match

Posted by Tony Blasini, CPC, QPA

When it comes to developing your company’s 401k, there’s a lot that needs to be determined. But while you’re deciding whether or not your plan will accept 401k rollovers and how to charge employees fees in a way that’s fair, you also need to consider whether or not you’ll make an employer contribution. Your company isn’t legally obligated to do so, and that means you need to know if matching employee contributions is beneficial to your business.

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Topics: Retirement Plan Services, Corporate

Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Posted by Sheryl Vieira

We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the Year."

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Topics: Caldwell Cares, Corporate

Market Preview Week of 6/5/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • Global market returns largely positive in 2017 through May
  • Both stocks and bonds positive for the week
  • A few stocks disproportionately impacting S&P 500 performance
  • High Yield bonds continue to outperform the broad domestic bond market                      
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Topics: Market Preview

 


 

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