Table of Contents Table of Contents
Previous Page  2 / 499 Next Page
Information
Show Menu
Previous Page 2 / 499 Next Page
Page Background

SECTION DOCUMENTS

Section 1

Cover Letter

Section 2

What is the CSD Retirement Trust?

Narrative on the CSD-RT

CSD-RT Press Release

What 8 of 10 Say About the CSD-RT

What Are They Saying About the CSD-RT?

CSD-RT References

CSD-RT Fee Comparison Worksheet

CSD-RT Employee Presentation

Sample CSD-RT Adopting Resolution 2017

Sample CSD-RT Participation Agreement 2017

Section 3

CSD-RT & VALIC’s RFP Response to Springfield

Sample Retirement Manager Agreement

Sample 403(b) and 457(b) Plan Service Agreement

SSAE Report

Section 4

CBIZ RPS Introduction

CBIZ Annual Consultant Review

CSD-RT Success Tracker 4Q16

CSD-RT 2016 Summery of Activities

CSD-RT Inception Performance 12-31-16

CSD-RT 12-31-16 Investment Review

CBIZ Retirement Matters Newsletter 12-31-16

VALIC Comdex Analysis