WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
Compare Credit Cards

“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
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Approved 403(b) and 457(b) Providers
Approved 403(b) and 457(b) Providers

As a Third-Party Administrator (TPA), SchoolsFirst FCU works closely with approved 403(b) and/or 457(b) investment providers so that participating plan sponsors and participants can focus more on retirement options and less on managing administrative tasks and processes.

We understand the value of maintaining relationships with agents and investment providers, so we've partnered with multiple providers to allow account flexibility and a variety of options. We ensure all investment providers are regulated and registered; enabling you to choose from a wide variety of products and services which you can rely on for the future.

 

Approved Vendors List

 


Contact a Plan Administrator

Call

Call 

 

800.462.8328 ext. 4727

Monday through Friday, 7 a.m. - 7 p.m.
Saturday, 9 a.m. - 3 p.m.

 

Email

Email

 

Send an email to retirement@schoolsfirstfcu.org

 
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.

NOT A MEMBER?
NOT A MEMBER?
RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
REFER A FRIEND
REFER A FRIEND