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
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 Zak.madelen@aig.com________________________________
High Schools: Lee's Summit North, Lee's Summit West
Middle Schools: Pleasant Lea
Elementary: Cedar Creek, Longview Farm, Pleasant Lea, Richardson, Summit Pointe, Underwood
Other: Before & After School Services, Maintenance, Transportation, Safety, Stansberry Leadership Center
William Serota
13220 Metcalf Ave., Suite 360 Overland Park, KC 66213 Cell: 816.602.4986 Office: 913.402.5000 William.Serota@aig.com________________________________
High Schools: Lee's Summit High School
Middle Schools: Bernard Campbell, Hilltop School
Elementary: Highland Park, Lee's Summit Elementary, Mason, Prairie View, Sunset Valley, Woodland
Other: Food Service, Purchasing & Warehouse Distribution
Evan Federman
13220 Metcalf Ave., Suite 360 Overland Park, KC 66213 Cell: 816.589.3981 Office: 913.402.5000 evan.federman@aig.com________________________________
High Schools: Summit Technology Academy, Summit Ridge Academy
Middle Schools: Summit Lakes
Elementary: Greenwood, Hawthorn Hill, Hazel Grove, Meadow Lane, Trailridge, Westview
Other: Aquatics Center, Great Beginnings, Miller Park Center