403 (b)/457 Retirement Plans

The CSD Retirement Trust provides options for tax deferred 403(b) and 457 plans and for after-tax Roth 403(b) and Roth 457 plans for R-7 employees.

Benefits of the CSD Retirement Trust:

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 Retirement Trust - created for educators by educators trust

Upcoming Financial Webinars available at no cost through the CSD Retirement Trust

Attend Webinar - Your Life in Retirement

If you are on the verge of retiring or already enjoying retirement, you might have some questions regarding what to do with the money you have accumulated and how to maximize your income resources to help ensure a more fulfilling and enjoyable retirement journey. Attend this education workshop to learn more!

Two sessions will be held on May 11, 2023

Session 1: 4:30 pm - 5:30 pm

Session 2: 5:30 pm - 6:30 pm

To register, go to aig.com/retirementservices/workshop and enter registration code: CRTPWA11AR, or simply scan the QR code below!

Discover how smart planning, even in retirement, can help yourself and others

One sessions will be held on May 11, 2023

Only Session: 1:00 pm CST

To register, go to aig.com/retirementservices/.

Attend Retirement Questions that May Make a Big Difference

Discover how to continue saving as you face different priorities in the middle of your career.

Two sessions will be held in May 2023

Session 1: May 9, 2023 at 4:00 pm CST

Session 2: May 23, 2023 at 2:00 pm CST

To register, go to aig.com/retirementservices/.

Learn about the main areas of financial planning to boost your financial Wellness.

One sessions will be held on May 17, 2023

Only Session: 12:00 pm CST

To register, go to aig.com/retirementservices/.

Learn about the options and service offerings with Corebridge Financial (former AIG Retirement Services) through the CSD Retirement Trust by watching this video.

Retirement Plan Contribution Limits

LSR7 CSD Trust Financial Advisor Assignments

Zak Madelen

13220 Metcalf Ave., Suite 360

Overland Park, KC 66213

Cell: 816.589.9313

Office: 913.402.5000

Email Zak

High Schools: Lee's Summit North, Lee's Summit West

Middle Schools: Pleasant Lea Middle, East Trails Middle, Summit Lakes Middle

Elementary: Cedar Creek, Greenwood, Hazel Grove, Longview Farm, Pleasant Lea, Richardson, Summit Pointe, Trailridge, Underwood

Other: Aquatic Center, Before & After School Services, Maintenance, Miller Park Center, Transportation, Safety, Stansberry Leadership Center

William Serota

13220 Metcalf Ave., Suite 360

Overland Park, KC 66213

Cell: 816.602.4986

Office: 913.402.5000

Email William

High Schools: Lee's Summit High School, Summit Technology Academy, Summit Ridge Academy

Middle Schools: Bernard Campbell Middle, Hilltop School

Elementary: Hawthorn Hill, Highland Park, Lee's Summit Elementary, Mason, Meadow Lane, Prairie View, Sunset Valley, Westview, Woodland

Other: Food Service, Great Beginnings, Purchasing & Warehouse Distribution

Lead Advisor:

Coming Soon

Divisional Vice President:

Fred Brandenburg
165 South Union Blvd, Suite 600
Lakewood, CO 80228

Cell: 816-529-7936
Office: 720-962-8000
Fred.Brandenburg@corebridgefinancial.com

Learn More

Click here to find out if you are future fit

click here to register for financial webinars

CSD Retirement Trust - Retirement Matters Newsletter

Second Quarter 2023

First Quarter 2023

Fourth Quarter 2022

Third Quarter 2022

Second Quarter 2022

First Quarter 2022

Fourth Quarter 2021

Third Quarter 2021

Second Quarter 2021

First Quarter 2021

Click here to visit FutureFIT University to discover more financial resources

Additional Information

Forms

Self-service Account Set up

Corebridge Financial Resources

CSD Retirement Trust Participant Funds Report

CSD Retirement Trust Facebook Page

Plan Documents

Annual 403b Plan Notice

Corebridge Financial Articles

Should you save for retirement or pay off student loans? Saving for retirement and paying off student loans are critical to advancing your financial future. The good news is that you don’t have to choose one or the other.

Making retirement dreams a golden reality—A how-to guide. Retirement offers a unique opportunity to replace the nine-to-five with something vivifying, meaningful and new. See how you can shape your next chapter.

How to set financial goals. Without setting clear financial goals, some people are likely to spend their lives aimlessly earning and spending rather than building wealth.

How to build an emergency savings account. Building an emergency fund is more doable than you may think. It just takes a little extra planning and a strategy that works for you.

How to protect yourself from financial fraud. It’s important to stay vigilant when it comes to protecting your finances, whether you are a pre-retiree, semi-retired or fully retired.

4 ways to help increase your financial literacy. Make sure you’re doing your part to make the most of your money to help you reach your current goals as well as your future ones.

Corebridge Education Center

LSR7 Benefit Stories

I cannot say enough good things about the Complete Health and Wellness Center! Every single time I have interacted with staff they have been welcoming and kind. I had a telehealth appointment scheduled and after talking through my concerns, Shelly Lynch had me come on in to the clinic for an in person exam so that she would be able to refer me on to additional services. The staff is accommodating, understanding, and very professional. What a great benefit for our LSR7 staff!

- Ashley Brouillette, Teacher, PVE

Erin Jensen helps me with any questions I have, it does not matter what it is!!! I have her in my phone for quick dial because she seriously is my "Go To" person! And if she does not know the answer, which by the way is not often, she wil lfind out for me and get right back with me. She is awesome!!

- Debbie Griffey, Production Staff, HHE Cafeteria

I came to the CHWC with some symptoms that were fairly severe. Not only did the provider I saw take plenty of time to consider a variety of possible causes and remedies, but also offered help with follow-up questions and emailed me several resources. They called a week later to check on how I was doing and continued to offer support weeks after my initial visit. The care I received from the provider, nurses, and other staff at CHWC was far beyond any medical care and follow-up I have ever received.

- Sarah Courtney, Teacher, LSNHS

The drive-up COVID testing was easy and fast with a friendly nurse. And, the follow-up provided helpful, practical advice. I learned things about COVID from the Center's nurse practitioner that I'd never heard before elsewhere! The Wellness Center is a gr8 benefit to employees, and this is not my first positive experience. Through the annual health assessment report (and accompanying LSR7 Inspiring Balance Employee Wellbeing Program), I have improved most all of my "stats and digits."

- David Jackson, Admin Secretary, HPE

Erin Jensen has been so very patient and helpful in assisting me with all the necessary details to complete the new hire beneifts packet. I know that she (as well as others in the Beneifts department) are extremely busy processing important information for many others in the district, however, she in particular has been a "jewel"...Again, Thank you Erin, YOU ROCK!!

- Michell Owens, Teacher, LSNHS

The receptionist greeted me with a smile under her mask and she worked to get me in safely to the clinic. The nurse worked patiently to verify which lab work my doctor was requesting. I appreciate them working in a safe and friendly manner.

- Susan Murphy, Paraprofessional, GBEEC