WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
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“I recently rolled my 403(b) retirement plan to SchoolsFirst FCU. I love being able to log in to see my account grow.”

- Tracy F.
Member Since 2002

 

About SchoolsFirst FCU
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MEMBER FAVORITES Estate Planning & Trust Services
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457(b) Investment Providers
403(b) Investment Providers
Traditional vs. Roth: Which IRA is Right for You?
Districts We Serve: Orange County
Districts We Serve: Orange 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)
Anaheim City SD X X X
Anaheim Union HSD X X X
Brea Olinda USD X X X
Buena Park SD X X X
Capistrano USD X X X
Capo-Laguna ROP X X X
Centralia SD X X X
Coast CCD X X X
Coastline ROP X X X
Cypress SD X X X
Edward B. Cole X   X
El Sol Science & Arts Academy X X X
Fountain Valley SD X X X
Fullerton ASI X X  
Fullerton SD X X X
Fullerton Joint Union HSD X X X
Garden Grove USD X X X
Greater Anaheim SELPA
 
  X
 
Huntington Beach City SD X X X
Huntington Beach Union HSD X X X
Irvine USD X X X
Laguna Beach USD X X

X

La Habra City SD X X X
Los Alamitos USD X X X
Lutheran High School of Orange County X X
 

 
Magnolia SD X X X
Newport Mesa SD X X X
North Orange County CCD X X X
North Orange County ROP X   X
NOVA Academy X X  
Oakridge Private School X    
Ocean View SD X X X
Orange County Department of Education X X X
Orange County Educational Arts X   X
 
Orange County High School of the Arts X X X
Orange USD X X X
Placentia-Yorba Linda USD X X X
Rancho Santiago CCD X X X
Saddleback Valley USD X X X
Salem Lutheran Church X  
 
Santa Ana USD X X X
Savanna SD X X X
South Orange County CCD X X X
St. Paul Lutheran Church X X
 
 
Tustin USD X X X
Westminster USD X X X

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

 

 

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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