CSD-RT RFP Recordkeeping_Administration Services Response 3-
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Section One |
3 |
|
Cover Letter |
4 |
|
Section Two |
7 |
|
What is the CSD Retirement Trust? |
8 |
|
Narrative on the CSD-RT |
11 |
|
CSD-RT Press Release |
15 |
|
What 8 of 10 say about the CSD-RT |
17 |
|
What Are They Saying About the CSD-RT? |
20 |
|
CSD-RT References |
27 |
|
CSD-RT Fee Comparison Worksheet |
29 |
|
CSD-RT Employee Presentation |
31 |
|
Sample CSD-RT Adopting Resolution 2017 |
72 |
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Sample CSD-RT Participation Agreement 2017 |
74 |
|
Section Three |
81 |
|
CSD-RT & VALIC's RFP Response to Springfield |
81 |
|
Sample Retirement Manager Agreement |
151 |
|
Sample 403(b) and 457(b) Plan Service Agreement |
197 |
|
SSAE 16 Report |
207 |
|
Section Four |
305 |
|
CBIZ RPS Introduction |
306 |
|
CBIZ Annual Consultant Review 2017 |
308 |
|
CSD-RT Success Tracker 4Q16 |
316 |
|
CSD-RT 2016 Summary of Activities |
320 |
|
CSD-RT Inception Performance 12-31-16 |
323 |
|
CSD-RT 12-31-16 Investment Review |
327 |
|
CBIZ Retirement Matters Newsletter 12-31-16 |
492 |
|
VALIC Comdex Analysis |
497 |