• Member's Information
    Quick links to current information about your investments. 
    Opinions expressed in linked web articles are for information purposes only.
    They do not necessarily represent the opinions of the CSD Retirement Trust.
  •  CSD Retirement Trust

  • Benefits of Membership
    Learn how the CSD Retirement Trust benefits individual participants.
    Retirement Trust Brochure
    Learn What They're Saying
    Read What Experts Are Saying
    The Full Study
    Lower Your Fees, Boost Your Returns
    How Expense Ratios and Start Ratings Predict Success
    For more information, contact Steve Keyser at 314.265.6192 or skeyser@edplus.org

    CBIZ Retirement Matters Quarterly
    As part of our effort to education our CSD-RT participants, we are posting the most recent Retirement Matters™ newsletter published by our Registered Investment Advisor, CBIZ Retirement Plan Services.

    Fund Performance Since CSD-RT Inception (1/1/10 - 12/31/16)
    Since inception, 94% of the Retirement Trust investment options have outperformed their category benchmark, If you're not in the Trust, see what you're missing.
    The CSD-RT continues to focus on lowering management fees for the investment options provided. Since inception, the Trust have been able to reduce management fees on 20 of the 24 mutual funds (including Target-Date Funds) offered. Administrative expenses have decreased by 42% since the Trust began.
    September 30, 2015 CSD Retirement Trust 403(b) and 457(b) Plan Investment Options
    CSD Retirement Trust as of 3/31/2017

    Valic Saving Matters
    Valic Logo  
    How much will you save in 2015?
    Valic Updates

    If you're planning to retire in the next few years, these two articles are a good overview of issues you may want to consider.

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