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
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Districts We Serve: San Diego County
Districts We Serve: San Diego County

The following districts have selected SchoolsFirst FCU as the Third Party Administrator of their supplemental retirement plans. Each district has the option of offering a combination of the plans, and you may choose to invest in one plan or a combination of those available to you, depending on your retirement needs.

 

District 403(b) Roth 403(b) 457(b)
Albert Einstein Academy Charter Elementary1 X X X
Albert Einstein Academy Charter Middle School1 X X X
Alpine Union School District1 X X X
Audeo Charter School1 X X X
Audeo Charter School II1 X X X
Audeo Charter School III1 X X X
Bonsall Unified School District1 X X X
Borrego Springs Unified School District1 X X X
Cajon Valley Union School District1 X X X
California Pacific Charter - San Diego (Northern Collaborative)1 X X X
Cardiff School District1 X X X
Carlsbad Unified School District1 X X X
Chula Vista Elementary District1 X X X
Classical Academy Charter School1 X X X
Classical Academy High School1 X X X  
Coastal Academy1 X X X
Community Collaborative Charter1 X X X
Community Collaborative Virtual-Keppel Partnership1 X X X
Community Collaborative Virtual-Sage Oak Charger1 X X X
Coronado Unified School District1 X X X
County Collaborative Charter1 X X X
Darnall Charter School1 X X X
Dehesa School District1 X X X
Del Mar Union School District1 X X X
Element Education Inc. (Dehesa Charter School)1 X X X
Encinitas Union School District1 X X X
Epiphany Preparatory Charter School X X  
Escondido Charter High School1 X X X
Escondido Union High School District1 X X X
Escondido Union Elementary School District1 X X X
Fallbrook Union Elementary District1 X X X
Fallbrook Union High School District1 X X X
Grossmont Secondary School1 X X X
Grossmont Union High School District1 X X X
Grossmont-Cuyamaca Community College District1 X X X
Guajome Learning Centers1 X X X
Guajome Park Academy1 X X X
Harbor Springs Charter School1 X X X
Harriet Tubman Village Charter1 X X X
Hawking S.T.E.A.M. Charter1 X X X
Helix Charter School1 X X X
Heritage K-8 Charter School1 X X X
High Tech High School1 X X X
​Iftin Charter School1 X X X
Jamul-Dulzura Union School District1 X X X
Julian Charter School1 X X X
Julian Union High School District1 X X X
Julian Union School District1 X X X
Keiller Leadership Academy1 X X X
La Mesa-Spring Valley School District1 X X X
Lakeside Union Elementary School District1 X X X
Learning Choice Academy1 X X X
Lemon Grove School District1 X X X
Literacy First Charter Schools1 X X X
MiraCosta Community College1 X X X
Mountain Empire Unified School District1 X X X
National School District1 X X X
Oceanside Unified School District1 X X X
Pacific View Charter School1 X X X
Pathways Academy Charter Adult Education1 X X X
Poway Unified School District1 X X X
Ramona Unified School District1 X X X
Rancho Santa Fe School District1 X X X
San Diego Community College District1 X X X
San Diego County Office of Education1 X X X
San Diego Virtual School1 X X X
San Marcos Unified School District1 X X X
San Pasqual Union School District1 X X X
San Ysidro School District1 X X X
​Santee Elementary School District1 X X X
SIA Tech Academy1 X X X
​Solana Beach School District1 X X X
South Bay Union School District1 X X X
Southwestern Community College District1 X X X
Spencer Valley School District1 X X X
Steele Canyon Charter High School1 X X X
Sweetwater Secondary School1 X X X
Sweetwater Union High School District1 X X X
The Charter School of San Diego1 X X X
The Heights Charter1 X X X
Vallecitos School District1 X X X
Valley Center-Pauma Unified District1 X X X
Vista Unified School District1 X X X
Warner Unified School District1 X X X

 
More about 403(b)  More about Roth 403(b)  More about 457(b) 

 

1Fringe Benefits Consortium Member

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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RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
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REFER A FRIEND