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.



    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