307 / 499
625 Maryville Centre Drive, Suite 200
Town & Country, MO 63141
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www.cbiz.comPh: 314.692.5822
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F: 314.692.4222
Securities offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC.
CBIZ Financial Solutions, Inc. is a wholly-owned subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
CBIZ Retirement Plan Services (RPS) acts in a consultative and advisory
role to the CSD Retirement Trust. Through the use of their proprietary
Fiduciary Risk Manager™ solution, CBIZ provides the following services
to the Trust.
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The 3(21) Fiduciary Registered Investment Advisory (RIA) Solution™
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The Participant Advice Solution™
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The Fee and Expense Documentation Solution™
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The Fiduciary Governance Solution™
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The Core Compliance & Administration Solution™
These services provide ongoing benefits to adopting employers of the
Trust in the overall governance and administration of their plan. In
addition… services provided by CBIZ RPS to the CSD-RT support plan
participants. CBIZ RPS meets quarterly with the CSD-RT Board of
Advisors (BOA) and the Investment Committee (IC) to assist in the
overall fiduciary governance and due diligence processes created for the
Trust.
Through the use of proprietary investment monitoring reports and
documents that track the success of the program… CBIZ helps the BOA
and IC to maximize the benefits of the Trust to employers and increase
value for Trust participants.