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SmartChoice 403(b)™ Plan
For New York State School Districts
The SmartChoice 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 turn-key solution designed from the ground up to assist you in
meeting fiduciary concerns while relieving the administrative burden associated with
a multi-provider model.
SmartChoice is your simple answer to a complicated issue:
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Single provider: No need to call multiple vendors to get the job done |
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Third-party administration: Meets all the new 403(b) regulations |
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Simple to implement: Our team transitions the plan, you save time |
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Fiduciary assumption: SmartChoice accepts many of
your responsibilities |
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Lower cost: No-cost to school district, lower cost to participants,
no-load funds |
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Investment choices: Extensive fund options from names
you know and trust |
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Easy access: Helpful customer support and 24/7 online access
for participants |
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Participant education: Our financial advisors assist
every step of the way |
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Download our
SmartChoice 403(b)
Plan brochure!
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