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 40 years. We provide retirement solutions including 403(b), Roth 403(b), 457(b), Roth 457(b) and FICA Alternative plans for more than 350 public school districts, charter schools, community college districts and
county offices of education in California.

DISTRICTS WE SERVE

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.

LET'S TALK

Are you a District Representative who would like to learn more?

Request more information from our Relationship Specialist today.

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 Eligible Colleagues

Invite them to join SchoolsFirst Federal Credit Union!

Not a Member?

Joining SchoolsFirst FCU is quick and easy. Apply for Membership today.