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 

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CSD Retirement Trust Fourth Quarter 2018 Newsletter

Fourth Quarter 2018

CSD Trust Third Quarter 2018 Newsletter

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CSD Retirement Trust Participant Funds Report ending 3.31.18

CSD Retirement Trust Participant Funds Report

Period ending 12.31.19
CSD Trust Financial Advisor Assignments

CSD Trust Financial Advisor Assignments

457b Account Setup & Access Code

457b Account Setup & Access Code

VALIC

457 (b) Plan / 457 (b) Deferred Compensation Agreement
403b Account Setup & Access Code

403b Account Setup & Access Code

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

VALIC

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

Retirement Manager

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