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:
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- Focus on employee financial education
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- Increase employee retirement plan participation
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- Gain group purchasing power
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- Lower participant fees and expenses, where possible
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- Create fee transparency
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- Assist with retirement plan compliance and administration
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- 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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