Skip to main content

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 200 California school districts and six county offices of education.

DISTRICTS WE SERVE


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.


LET'S TALK

Are you a payroll administrator who would like to learn more?

Request a visit from a relationship officer to learn more about our services.


ENROLL

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.

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.