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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Traditional vs. Roth: Which IRA is Right for You?
Districts We Serve: San Bernardino County
Districts We Serve: San Bernardino 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)
Adelanto ESD X X
Alta Loma SD X  
Apple Valley USD X  
Baker Valley USD X  
Baldy View ROP X X
Barstow CCD X X X
Barstow USD X X
Bear Valley USD X  
Central SD X  
Chaffey Joint Union HSD X X
Chino Valley USD X X
Colton Joint USD X  
Colton-Redlands-Yucaipa ROP X X
Copper Mountain CCD X  
Cucamonga SD X X
Etiwanda SD X X X
Excelsior Education Center X  
Fontana USD X X
Helendale SD X  
Hesperia USD X X
Inland Leaders Charter School X X X
Lewis Center X X X
Lucerne USD X  
Morongo USD X X X
Mt Baldy Joint Elementary SD X X
Mountain View SD X X
Needles USD X  
Ontario-Montclair SD X  
Oro Grande SD X  
Redlands USD X X X
Rialto USD X X
Rim of the World SD X  
San Bernardino City SD X  
San Bernardino City Superintendent of Schools X X
San Bernardino CCD X X
SCALE Leadership Academy X    
Silver Valley USD X  
Snowline Joint USD X X
Trona Joint USD X  
Upland USD X X X
Valley Preparatory of Redlands X X X
Victor CCD X X
Victor Elementary SD X  
Victor Valley UHSD X  
Yucaipa-Calimesa Joint USD 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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