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