Skip to main content

RETIREMENT PLANNING

Retirement planning is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Our sole purpose is to enrich the lives of our Members. Part of that is helping you build a strong, solid future that enables you to retire comfortably – whatever that means to you.


Just for School Employees

As the nation's largest education-based credit union, we understand the complexities of school employee pension plans and how to best supplement them.

LEARN MORE


Just for School Districts

SchoolsFirst Plan Administration, LLC serves districts and employees by managing high-quality, low-cost retirement plans.

LEARN MORE


For All Members

An Individual Retirement Account – or IRA – allows anyone with earned income to save for retirement. They’re a great option to start saving for your future.

Retirement Planning is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Disclosures
  1. Retirement Planning Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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.