WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
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SchoolsFirst FCU/Nationwide Retirement Builder
SchoolsFirst FCU/Nationwide Retirement Builder

The Expertise You Need, a Partner We Trust

Offered by SchoolsFirst Plan Administration, LLC

 

Unlike a federally insured account, mutual funds containing stocks, bonds and other investments are not guaranteed. Their performance depends on the health of different financial markets, the performance of the mutual fund portfolio manager, and fees and other expenses.

 

Performance, investment options and low costs led us to select and work with Nationwide Financial Services to create the SchoolsFirst FCU/Nationwide Retirement Builder Plan. Nationwide is the choice of an unusually large portion of the nation’s independent investment advisers for their client’s tax-advantaged retirement assets, including variable annuities, 401(k) plans and IRAs.

 

Retirement Builder Plan is available in our 403(b), Roth 403(b) and 457(b) plans, with no front- or back-end sales charges, no transfer fees, and a variety of investment options. Retirement Builder Plan is available to school employees in districts where SchoolsFirst Plan Administration, LLC serves as Third Party Administrator.

 

Within this outstanding product, there is a treasure trove of investment options. Further, you have the choice of investment management companies that specialize in asset classes such as US large and small cap company stocks; overseas stocks; government and corporate bonds, and; commodity-oriented funds that invest in oil, gold and other natural resources or precious metals and minerals.

 

We strongly encourage Members to meet with a SchoolsFirst Plan Administration, LLC retirement advisor for the advice and guidance specific to the Retirement Builder Plan. Just as important is to regularly (at least annually) review whether or not your plan is doing well and meeting your objectives.

 

Getting Started

Online

Request a complimentary consultation with a retirement advisor

 

Call

Call 

 

800.462.8328 ext. 4116

Monday through Friday, 8 a.m. - 5 p.m.

 

Email

Email

 

Contact a retirement specialist by sending an email to retirementadvisors@schoolsfirstfcu.org

Disclosures

Retirement planning advisors and services provided as a benefit to SchoolsFirst FCU Members by SchoolsFirst Plan Administration, LLC, a wholly-owned affiliate of SchoolsFirst FCU. Securities sold, advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU, through the financial services program, 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.

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