Providing You with the Smart Solutions for Your 403(b) Plan Needs
Confidential Planning specializes in the design and implementation of retirement programs for educators and employees of school systems, universities, hospitals, and not-for-profit organizations.
Our decades of experience in the 403(b) market, along with our strong partnerships in the recordkeeping and administration world, have helped us to create our exclusive MultiChoice 403(b) program. MultiChoice was designed to save the employer time and money, simplify the administrative burden and to remain up-to-date with all the new 403(b) regulations. Our offerings include the MultiChoice vendor option and also a single-provider platform, at no cost to your district.
Learn more about how our 403(b) platforms can benefit you. Download our MultiChoice® 403(b) Plan brochure, e-mail us, or contact one of our advisors today.
Retirement Planning
Further Education Savings
Life Insurance