25 / 499
What are they saying about the CSD-RT?
What do you like most about the Trust?
The Trust provides excellent oversight and compliance with federal and state guidelines as well
as security in knowing the investments of Bayless staff members are being well managed.
Being a member offers our staff answers to any investment questions they may have, including
questions pertaining to their current investment(s) and potential rollover into their PSRS/PEERS
funds. Provided within the Trust is a wide array of investment options for our staff members.
Teresa Lange
Bayless SD
What do you like most about the Trust?
It is great having one person or company come in and work with staff. They are not trying to
outsell a competitor. I believe they are here to help our staff plan for the future. I believe that
the business office likes the idea of one check for all staff members. If there are questions we
have a single point of contact. Overall – simply a much easier process. I feel they are watching
the money. I often think that when individuals have their own account they need to watch their
money to see if it is in the right fund. I believe that is being done with this model. Teachers like
the ease and we have more staff involved in planning for the future than ever before. I believe
that is a service we, as a district, can provide for our staff.
Bryan McDonald
Harrisonville SD
What do you like most about the Trust?
The district is very confident we are offering our employees the best possible avenue to invest
in their future.
JoAnn Kite
Webster Groves SD
What do you like most about the Trust?
Joining the CSD Retirement Trust has been one of the best business department decisions
Lindbergh Schools has made. What I like most about the trust is the low fees and the continual
monitoring of the investment options for performance and lowest expense shares. This gives
our employees the most bang for their buck.
Kathryn Wood
Lindbergh SD