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Summer Learning Institute (Grades K-8) enrollment is open through 3 p.m. on April 20. Head to the Parent PowerSchool portal to register or visit our SLI page.

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
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CSD Retirement Trust - created for educators by educators trust
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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 and enter registration code: CRTPWA11AR, or simply scan the QR code below! 

Attend Managing Life in Retirement

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

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

Attend Financial Wellness

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

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

2022 and 2023 contribution limits

LSR7 CSD Trust Financial Advisor Assignments

Photo of advisor Zak Madelen


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

Photo of advisor William Serota


William Serota

13220 Metcalf Ave., Suite 360
Overland Park, KC 66213
Cell: 816.602.4986
Office: 913.402.5000

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

Learn More

Click here to find out if you are future fit
Click here to visit FutureFIT University to discover more financial resources

Additional Information

Share your story

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