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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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AIG - AIG Retirement Services

Retirement Plan Contribution Limits

Image of 2022 Contribution Limits for 403b and 457

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


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


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


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

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