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The Caldwell Trust Company Blog

Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

Posted by Sheryl Vieira

We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and scammers, slick sales pitches in our mailboxes, and so much else. At times we may feel that the sand is shifting beneath our feet. In truth, very little of the noise brings any benefit, despite the attention it demands.

At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.

Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.

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Topics: In the News, Corporate

Alan H. Blair Celebrates 10 Years with Caldwell Trust

Posted by Sheryl Vieira

Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its 15th anniversary. It was a landmark year for Alan as well—the continuation of nine previous years as a trust officer, following on a highly successful 34-year career in higher education. Before joining Caldwell, he had been with Sun Trust Bank in Sarasota since 1999, where he was a senior regional trust officer and first vice president. In 2004 he also became major gifts officer at Wagner College, Staten Island, New York.

Throughout his career, Alan has combined his backgrounds in education and finance, providing institutional advancement services to colleges and trust admini

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Topics: In the News, Corporate

Office Hours following Hurricane Irma

Posted by Kelly Caldwell

We hope you and your families are safe and well.

All of our staff have been contacted and all have successfully weathered this signifcant hurricane and remain safe. We are so thankful. Second, both offices are in good shape and only experienced landscaping debris. In case you need anything, our office hours the next following days for both offices are as follows: 

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Topics: Corporate

Gentle Reminder to Obtain Cash Prior to Storm

Posted by Kelly Caldwell

As everyone is preparing for the approach and potential impacts of Hurricane IRMA, we wish to remind you to obtain cash today or tomorrow to have on hand for groceries and other needs as they arise after the storm. The wind gusts could take down power lines and that leaves most retailers with the ability to only accept cash. We are here to certainly assist you on this front. 

We do plan to close our offices tomorrow, Friday, September 8th, at noon. As of now, it is expected that we will resume normal operations on Tuesday, September 12th. Emergency communications from clients during this time will be monitored and managed to the best of our ability.  More updates will be made available on Facebook so follow us there.  

Be safe everyone.

Godspeed to all,

R.G. "Kelly" Caldwell
President & CEO

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Topics: Corporate

The Importance of Knowing Who is Administering Your Company 401k

Posted by Tony Blasini, CPC, QPA

Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make providing a reasonable plan to your employees complicated. That’s where having a trustworthy 401k program provider becomes incredibly important. A provider is responsible for ensuring that the entire plan functions (including handling various tasks like onboarding new participants and filing the appropriate forms) and that it does so legally and to the benefit of both the sponsor and participants. Businesses can find a bundled or unbundled solution for each aspect: non-producing administrators (i.e., focus on compliance), record keepers, and fiduciaries (i.e., investment managers that take on a certain amount of liability), trustee and custodian.

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Topics: Investments, Corporate, Retirement Plan Services

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

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

Caldwell Trust Company hires Tony Blasini as VP, employee benefits

Posted by Sheryl Vieira

Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” Caldwell Jr., CEO and president. Blasini is based in the company’s headquarters in Venice. 

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Topics: Corporate

 


 

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