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Choosing a Retirement Plan: Is a Defined Benefit Plan Right for You?

Feb 23, 2016
Making decisions about how you are going to pay for retirement can be daunting. There are many options available to you and each ...
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Advocating for Life: Designating an Elder Care Coordinator

Feb 9, 2016
When it comes to making decisions for an elderly loved one, experience, time, and emotions can get in the way. For many families, ...
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The Difference Between a 401(k) and 403(b) Qualified Retirement Plan

Jan 13, 2016
If you or your spouse have a career in education, you probably have been contributing to a 403(b) account, but do you know ...
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How to Plan Your Retirement Withdrawal Strategy

Jan 12, 2016
You’ve worked hard and invested wisely, and now you’re ready to retire. Congratulations! But do you have a plan for withdrawal? ...
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Employer: Is Your 401(k) Putting You at Risk?

May 21, 2015
This week, the Supreme Court decided a case that should put all employers on alert in regards to their responsibilities as plan ...
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Liable for Your Company's 401k Plan and You Don't Even Know It?

Mar 3, 2015
A 401k plan is a tax-qualified, defined contribution pension plan. For every qualified 401k plan, a fiduciary(s) must be named ...
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Savers Reap the Rewards of Their Retirement Thrift Early

Nov 12, 2014
For employees that contribute to retirement plans, they already know the long-term tax advantages of a 401(k) type of plan. Taxes ...
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Caldwell Trust has significant fee reductions for retirement benefit plans

Oct 29, 2014
Caldwell Trust Company has significantly reduced the investment fee for our retirement plans that we manage as plan trustee. The ...
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Retirement: How Can I Make Sure I Don’t Outlive My Money?

Jul 17, 2014
Last month, Bank of America released a report regarding how Americans think about money. One of the more interesting statistics ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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