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:
Convenience of having a single point of contact
No cost to school district, lower cost to participants, no-load funds
Extensive fund options from names you know and trust like American Funds, Oppenheimer Funds, T. Rowe Price, BlackRock Funds, Fidelity Investments and Vanguard Funds
MultiChoiceTM accepts many of your responsibilities
Customized turnkey materials
We provide district-branded enrollment marketing materials.
We disclose all fees participants are paying
Helpful customer support and 24/7 online access for participants
Simple to implement
Our team transitions the plan, you save time
We assist employees every step of the way
Continued education and communication
Retirement income evaluation
Our Financial Advisors meet with participants to provide in-depth look retirement planning