Plan Administration/Recordkeeping
As your plan administrator, Caldwell Trust company captures data on all your employees, not just the participants in your plan. This enables us to perform eligibility determinations, online enrollments, and real-time vesting updates, while greatly simplifying loan processing, distributions, compliance testing and Form 5500 completion.
To inform your employees regarding your plan, we meet regularly with them through interactive education meetings. Our education campaign also includes comprehensive enrollment booklets, attractive quarterly statements with participant newsletters, web-based education and guidance tools, and other targeted pieces used during the year.
