MEMBERSHIP
Becoming a Member is easy.
A sentence here explaining that there are a few steps to becoming a Member. But it speaks to SchoolsFirst FCU's commitment to their Members and their specific needs. Briefly mention that there are 3 ways to apply, all aimed at providing flexibility to Members.
Member Stories
From achieving their longtime goal of a dream home to a successful retirement, we are there for our Members.
SchoolsFirst FCU Benefits Title
Benefit Topic One
- California-based (PST), we operate in our partner districts' time zone for timely assistance.
- No District Fees. Vendors pay all transaction fees, not your district or employees.
- 24-Hour Remittance Guarantee. Faster and more efficient payment processing than other TPAs.
- More Employee Options. 45+ approved providers offering tailored, customized plans.
Benefit Topic Two
- Tailored workshop sessions offered in person or virtually.
- Retirement plan education materials to simplify retirement options.
- Expert insights on retirement, savings, and financial planning.
- Professional advisors to guide employees to a secure financial future.
Benefits for School Employees
- Management of approved investment providers.
- Secure processing of all participant contributions and loans.
- Complete management of participant transaction authorizations.
- Expert oversight with IRS audits and compliance requirements.
We'll help you achieve your financial goals and dreams.
The SchoolsFirst FCU Difference For All
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CREDIT UNION BANKING VS. TRADITIONAL BANKING - TBDFrequently Asked Questions
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Please contact an investment provider from your plan's approved provider list to establish your account. To view the approved vendors that pertain to your district, visit 403bcompare.com. Under "Find Employer," type in the name of your district. Once you've selected your district, you can select any provider under "Approved Vendors." We recommend that you research the various offerings and select what works best, based on your investment goals and individual financial needs. Once the account has been established, complete a Salary Reduction Agreement (SRA) form to begin payroll deductions.
Please allow 5-7 business days for the authorization of Distributions/Rollovers, Exchanges, Loans or Hardships and 3-5 business days for the processing of 403(b)/457(b) Salary Reduction Agreement forms. You may also contact a retirement plan representative for the status of a transaction at (800) 462-8328, ext. 4727. If you provide your email address on our form, you will receive a confirmation email once your transaction has been authorized and forwarded to your investment provider. For Salary Reduction Agreements, you will receive an email confirmation if your email address was provided on the form.
No, you do not need to update your district of any changes you have made via an SRA form or online. We will notify your district of any changes processed.
Please contact the provider who holds your 403(b)/457(b) account directly for balance inquiries.
PlanVue is a tool that will allow you to process SRA changes only. Balances listed on Plan Vue only reflect funds that have been remitted by SchoolsFirst Retirement Plan Administration to your investment provider and will not account for gains/losses.
If you meet a qualifying distributable event (Ex: age 59½ or older or separation of service/retirement), you may access funds. If you do not meet a qualifying event but need access to funds, we can explore other options, such as taking a loan against your 403(b)/457(b) plan. If eligible, we can also explore a hardship or unforeseeable emergency distribution.
School Employee
There are varying roles, learn more about school employee eligibility.
Family Member
Immediate family members are invited to apply, and learn more about eligibility.
Already a Member?
We'd love your referral to your loved ones, learn more about referrals.