403 (b) / 457 Plans

Tax Deferred Options

Beginning January 1, 2016, the CSD-Retirement Trust will provide options for tax deferred 403(b) and 457 plans and for after-tax Roth 403(b) and Roth 457 plans for R-7 employees.  The District gained these enhancements with the CSD-Retirement Trust platform:

    • Focus on employee financial education
    • Increase employee retirement plan participation
    • Gain group purchasing power
    • Lower participant fees and expenses, where possible
    • Create fee transparency
    • Assist with retirement plan compliance and administration
    • Offer a selection and provide oversight on a menu of low cost, best-in-class mutual funds from companies like: Vanguard, American Century, American Funds, T. Rowe Price, and Fidelity

CSD Trust Financial Advisors

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CSD Trust Retirement Matters 

Quarterly Newsletter

Second Quarter 2021 Newsletter

First Quarter 2021 Newsletter

415 Required Contribution Aggregation 2020-2021 Notice combined with the Universal Availability

Fourth Quarter 2020 Newsletter

Third Quarter 2020 Newsletter

CSD Retirement Trust Newsletter Header

Second Quarter 2020 Newsletter

CSD Retirement Trust Newsletter Header

First Quarter 2020 Newsletter

http://benefits.lsr7.org/wp-content/uploads/sites/14/2020/04/CBIZ_RPS_Surviving_Mkt_Volatility_During_COVID19.pdf

Tips for Surviving Market Volatility

Keeping Focused on your Long-Term Goals

Market Commentary | Week ending March 5, 2021

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CSD Retirement Trust Participant Funds Report ending 3.31.18

CSD Retirement Trust Participant Funds Report

Period ending 12.31.20
CSD Trust Financial Advisor Assignments

CSD Trust Financial Advisor Assignments

403b & 457b Account Setup & Access Code

403b & 457b Account Setup & Access Code

VALIC

457 (b) Plan / 457 (b) Deferred Compensation Agreement
403 (b) Plan / 403 (b) Salary Reduction Agreement

VALIC

403 (b) Plan / 403 (b) Salary Reduction Agreement

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