the Independent school
Group Retirement plan

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for our next information session
May 15 at 2:00 pm ET


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escape the trap: take control of your  school's retirement plan

Members, escape the trap of other retirement plans and stay in control with The Independent School Group Retirement Plan. Don't settle when you can enjoy the freedom and flexibility our plan offers.

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Why choose us?


The Independent School Group Retirement Plan understands the importance of being in charge of your financial future. Our plan is governed by associations you already trust, ensuring you benefit from partnerships that understand and support independent schools. Here's why you should consider making the switch:

  1. Expert Guidance: Benefit from expert guidance on MEPs tailored specifically for independent schools. Our team is dedicated to providing you with the support and assistance you need to make informed decisions. 
  2. Clarity and Transparency: Say goodbye to hidden fees and confusing terms. With our plan, you'll enjoy clarity and transparency every step of the way so you can make confident choices for your school's future.
  3. Competitive Pricing: We believe in offering competitive pricing that works for both schools and participants. Enjoy cost efficiencies without sacrificing quality or service.

caring is comparing 

We believe that caring for your school's financial well-being means comparing your options and choosing the best fit. Don't settle for a retirement plan that keeps you trapped. Instead, choose freedom, control, and peace of mind with The Independent School Group Retirement Plan.

A good fiduciary checks all the boxes!

  

Experience peace of mind with reduced board fiduciary obligations and liability. Read more here about the recent SCOTUS decision, summarized by our friends at Fisher Phillips. Plus, enjoy service provider oversight and investment oversight.

Unlock potential cost savings with our customizable plan design options. Tailor eligibility, matches, vesting schedules, and more.

Streamline your administrative tasks effortlessly. Say goodbye to individual form 5500 reporting hassles as MISBO takes on the annual audit and more, leaving you with more time to focus on what truly matters. 

Want to Hear More?

Schedule a quick 15 minute discovery session with consortium partner OneDigital with your school specific questions. Contact Michelle Shea, Vice President, at michelleshea@misbo.com to schedule your session. 

The Independent School GROUP RETIREMENT PLAN BROCHURE

RELIEVE your anxiety: A retirement plan audit that didn't go as planned

We Make It Easy!

How easy? Contact us below to get your questions answered or schedule some time to discuss the program further.

Questions about our MEP? Contact us.

  • Michelle Shea
    Michelle Shea
    Vice President MISBO (404)921-0065
  • Damian Kavanagh
    Damian Kavanagh
    Ed.D., CAE President & CEO MISBO (404)921-3811
  • Aggie Malter
    Aggie Malter
    Ed.D. President and CEO PAISBOA
  • Scarlett Vanyi
    Scarlett Vanyi
    Executive Director Cal-ISBOA (818)731-0342
  • Brian Clark
    Brian Clark
    AIF, CHSA, MBA Managing Director, OneDigital OneDigital