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What are they saying about the CSD-RT?
What do you like most about the Trust?
Our employees were getting tired of the competition among vendors so our salary committee
took a look at the Trust. It was clear that we could lower our internal administrative costs by
going single-source, as well as having our employees' funds working for them rather than their
vendor. Our main vendor really spread disinformation among staff. We've stuck with our
message of lower costs and better returns through the Trust. Lower costs and higher returns.
Chris Gaines
Wright City SD
What do you like most about the Trust?
The Trust is very helpful to Brentwood in being a one-top, single-source solution for
compliance, administration and investments that provides best-in-class investment options at a
low cost for the participants. It is the best thing going in the 403(b) and 457(b) world!
John C. Stewart
Brentwood School District
What do you like most about the Trust?
Investment committee made up of member district representatives and the trustees, who
perform a quarterly review of the investments to ensure we maintain a “best-in-class” lineup of
available investments, at the lowest possible fees. Transparent fee structure, instead of hidden
fees that drain participants’ retirement funds, without them realizing it. Financial advisors truly
interested in educating employees, instead of selling them something. This allows more
employees to benefit from these retirement savings vehicles. I have been pleased with joining
the trust from the beginning, and continue to be thrilled with all aspects of being a member. As
a district, this is truly one of the best decisions we ever made; both from a district timesaving
standpoint and for the benefit of employees.
Dwight L. Lindhorst
Hazelwood School District
What do you like most about the Trust?
First and foremost, to provide our employees with integrity, honesty and best in class
investments from a trustworthy financial advisor. Not to mention professional education from
registered investment advisors at no-cost to our employees. Secondly, from the Districts
administration standpoint this allowed professional management with consistency of how all
transactions and compliance with IRS regulations would be followed from day one. We
overcame the pushback from the destructive and non-informative “Wild West” show by
educating our staff via meetings about the undisputable facts regarding costs and types of
investments. The Trust affords the Orchard Farm R-V District an outstanding option for