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
Districts We Serve

 

The following districts have selected SchoolsFirst FCU as the Third-Party Administrator (TPA) 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.

 

If your district is not listed, then your district has chosen to have a Third Party Administrator not affiliated with SchoolsFirst FCU. Please contact your district office to identify your Third-Party Administrator.

 

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Check the background of our investment professionals on FINRA's BrokerCheck
 

 

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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