RETIREMENT PLAN ADMINISTRATION
Retirement Plan Administration
As the leading Third-Party Administrator of retirement plans for school employees, SchoolsFirst Plan Administration, LLC has served the educational community for more than 30 years. We provide retirement plan administration services for 403(b), Roth 403(b), 457(b) and FICA Alternative plans to more than 300 California school districts and eight county offices of education.
You can find available plans and investment options at 403bCompare.
Services we provide
- Retain contribution information.
- Authorizing loans and distributions.
- Dedicated phone support for both district and participants six days a week.
- Contribution remittance, plan audit support, and secure online access.
Are you a District Representative who would like to learn more?
Request more information from our Relationship Specialist today.
Call 800.462.8328, ext. 4727
Monday through Friday, 7 a.m. - 7 p.m.
Saturday, 9 a.m. - 3 p.m.
ALREADY A PARTICIPANT?
Do you already have a 403(b) or 457(b) plan?
Log into Plan Vue to make changes to your contributions.
28,000 ATM Locations
Search fee-free ATMs in the SchoolsFirst FCU and CO-OP ATM Networks.
Refer Family or Friends
Invite your immediate family and eligible colleagues to join SchoolsFirst Federal Credit Union!
Not a Member?
Joining SchoolsFirst FCU is quick and easy. Apply for Membership today.