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.

DISTRICTS WE SERVE

Why choose SchoolsFirst Plan Administration?

We offer high-quality plan administration including:

• No District Fees: We charge a low transaction fee directly to the vendors — never to your district or your employees.
• 24-Hour Remittance Guarantee: Our payment processing is faster than many other TPAs.
• More Employee Options: With 46 approved investment providers, your employees can build a plan that meets their needs.

In addition to TPA services, we offer tools and guidance for school employees:

• Workshops: Our sessions are tailored to the needs of your district and its school employees. Available in person or virtual.
• Retirement Plan Education: These materials help your employees understand their plans.
• Extra Credit Blog: Articles help explain retirement, savings and a variety of financial topics.
• Complimentary access to salaried advisors: Professionals can provide guidance and advice to help school employees reach their goals.

We also provide compliance and legal support on: 

• Selecting and managing investment providers.
• Processing contributions into participants' accounts.
• Authorizing loans and distributions.
• Electronic recordkeeping.
• Managing all communications with plan participants.
• Participating in IRS audits.

LET'S TALK

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.