Retirement Plan Services
Understanding that our clients have diverse needs when it comes to their retirement plan, Caldwell Trust offers a full array of retirement plan services in partnership with BPAHarbridge www.bpah.com (BPAH). Our consultative, hands-on approach to plan design helps our clients navigate complex issues and make informed decisions regarding their plan.
Some of the highlights of our services are outlined below, and the links at the left provide additional information on the ways in which we can serve you.
- Support for all types of retirement plans, including defined contribution, defined benefit, "hybrid" and non-qualified plan arrangements.
- Comprehensive plan administration including participant education. Caldwell Trust goes well beyond simply handling your recordkeeping needs in administering your plan. Our services greatly ease your in-house efforts and support your human resources department in meeting your employees' needs (see more at "Plan Administration / Recordkeeping").
- Open architecture on plan investments providing the strongest possible array of investments. We currently offer funds from over 125 fund families, and can trade virtually any fund on the NSCC that will operate no load.
- Full-featured, bi-lingual participant website through BPAH serving both participants and plan sponsors (see more at "BPHA Overview and Login").
- 24-hour voice response system is also available which allows participants to opt out to a participant service representative (Monday through Friday during business hours) with any questions concerning their account.
- Service as plan trustee. Caldwell Trust will help you to satisfy your fiduciary obligations and maintain a solid documentation trail of decisions that are made over time (see more at "Trustee Administration").
