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What are they saying about the CSD-RT?
used with our employees was the transparency of the fees that the trust provided. In some
cases we were able to run simulations for our employees comparing the return on their
investment using their provider versus the CSD Trust. Those simulations proved to be very
beneficial. We have stayed with the CSD Retirement Trust, and will continue to stay, for
multiple reasons. First, everything we thought would happen when joining in January, 2010 has
either happened or it has been better than expected. Second, we continue to have a great
working relationship with CSD, CBIZ, and VALIC. Third, the fees are continually decreasing, thus
providing an even better return on our employee’s investment. Forth, our employees (even
many with doubts in 2010) are happy with the CSD Retirement Trust.
Brendan Mahon
Washington SD
What do you like most about the Trust?
Participants receive great investment options at low cost. We have been impressed with the
Trust’s high performance and great service. The Trust offers low fees and a wide selection of
funds to choose from. The Trust also has financial advisors that offer financial support and
guidance. What we like most about the Trust is the ability and the confidence to focus on other
important things, knowing that employee’s financial interests are being taken care of.
Tony Chance
Warren County R-III SD
What do you like most about the Trust?
The Trust has helped the district by only having one approved vendor and streamlining of
payments as well as making sure the district is in compliance. I believe having only one vendor
available makes it easier on the employee. You don’t feel pressured to participate in the
program.
Anne Anthony
Elsberry SD
What do you like most about the Trust?
The District wanted to provide personnel with quality retirement investment products with a
competitive rate of return and excellent, competent support. By providing quality retirement
products and support services at competitive prices. Staff has been pleased with the support
level provided by the VALIC reps assigned to the District. The quality of the retirement products
offered and the competencies and dedication of the representatives assigned to our district.
Because it works well for our district at all levels (i.e., with both administration & staff).
Carlton Brooks
Maplewood Richmond Heights SD