The MultiChoice® 403(b) Plan from Confidential Planning provides you with third-party administration, open architecture, and low cost mutual funds coupled with local service. It’s a turnkey solution designed from the ground up to assist you in meeting fiduciary concerns while relieving the administrative burden associated with a multi-provider model.

 


 

MultiChoice® is your simple answer to a complicated issue:

 

Single provider

Convenience of having a single point of contact

 

Lower cost

No cost to school district, lower cost to participants, no-load funds

 

Investment choices

Extensive fund options from names you know and trust like American Funds, Oppenheimer Funds, T. Rowe Price, BlackRock Funds, Fidelity Investments and Vanguard Funds

 

Fiduciary assumption

MultiChoiceTM accepts many of your responsibilities

 

Customized turnkey materials

We provide district-branded enrollment marketing materials.

 

Transparency

We disclose all fees participants are paying

 

Easy access

Helpful customer support and 24/7 online access for participants

 

Simple to implement

Our team transitions the plan, you save time

 

Participant education

We assist employees every step of the way

 

Ongoing communication

Continued education and communication

 

Retirement income evaluation

Our Financial Advisors meet with participants to provide in-depth look retirement planning