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