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
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Traditional vs. Roth: Which IRA is Right for You?
Retirement Management Center
Retirement Management Center

Offered by SchoolsFirst Plan Administration, LLC

SchoolsFirst Plan Administration, LLC provides convenient online access to help you get started with your 403(b), Roth 403(b), or 457(b) account or to help you manage your existing account. No matter what phase of planning for retirement you are in, we can help you make informed decisions as you navigate toward a financially secure future.


Get Started

 

Enjoy the convenience of online enrollment in a 403(b), Roth 403(b), or 457(b) SchoolsFirst Plan Administration, LLC Retirement Plan.

Enroll now
 

Manage Your Accounts

SchoolsFirst FCU/Nationwide Retirement Builder Plan

Easily manage your 403(b), Roth 403(b) and 457(b) plans, view balances and details of your accounts, and exchange mutual funds.

 

Returning User  |  New User

 

SchoolsFirst FCU Plan Vue®

Request changes to your retirement plan faster and conveniently with 24/7 online Salary Reduction Agreement access. Plus, view your year-to-date contribution summary, approved providers, and current plan limits.

 

Returning User  |  New User

 

Have questions? Meet with one of our financial advisors1 or contact us to learn more about your retirement options.


 

Online

Request a complimentary consultation with a financial advisor1

 

Call

Call 

 

800.462.8328 ext. 4116

Monday through Friday, 7 a.m. - 7 p.m.

Saturday, 9 a.m. - 3 p.m.

 

 

 

Learn more about our retirement products

403(b)
Roth 403(b)
457(b)

 

Resources and tools
Calculators

IRS.gov

Retirement and Investment Forms

Workshops



 

1Retirement 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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