Tax-Deferred Employee Plans

The District chose to change the way we offer voluntary and supplemental 403(b)/457(b) tax-deferred employee deduction plans, as well as the after-tax Roth plans. The Board of Education approved the recommendation to move from the system of having multiple vendors, to a single provider, Consolidated School District Retirement Trust in January 2018. This program has been adopted by 40 other school districts throughout the State of Missouri. This will change the paradigm from a sales environment to an educational environment, while providing higher quality investment options, lower administrative and investment costs and more effective education and guidance for employees preparing for retirement.

You can reach Valic representative directly with any questions:

Christopher Smiley
816-799-5178 Cell
913-402-5000 Office
Renea Simpson
913-222-4268 Cell
913-402-5000 Office

For more information see the Valic presentation below. To enroll in one of these plans complete enrollment forms linked below. Please contact Dixie Balagna with any questions.

Presentation

Should you contribute more to your retirement plan?

403B Enrollment Form

457B Enrollment Form