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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403(b) Investment Providers
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Why Choose SchoolsFirst FCU as a Plan Administrator
Why Choose SchoolsFirst FCU as a Plan Administrator

Choice, Compliance and Superior Plan Management

Almost every year, new legislation is passed that makes changes to how retirement plans operate, from updating contribution limits to implementing new regulations. Some years, these changes are minor; other years, they’re significant.

 

As a leading Third Party Administrator (TPA) of retirement plans for school employees, SchoolsFirst FCU follows legislation, advocates on behalf of school districts and their employees, and quickly responds to passed legislation.

 

We also provide key administrative support every step of the way. We:

  • Help select and manage the outside companies that provide investments
  • Process contributions into participant accounts
  • Authorize loans and distributions out of plan accounts
  • Provide electronic recordkeeping of documents
  • Manage all communications with plan participants

If we serve as TPA for your district, your employees don’t have to be SchoolsFirst FCU Members to participate in your district’s plan. However, we find that once they’ve had experience with SchoolsFirst FCU as TPA, many participants do choose to become Members, able to access all of our products and services.

 

We’re honored that so many districts trust us to make sure their plans operate with the highest level of service and integrity.

 

Please download our Administrator’s Guide to 403(b) and 457(b) Plans for more information. 

 

Getting Started

Call

Call 

 

800.462.8328 ext. 4727

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

 

Email

Email

 

Contact a retirement specialist by sending an email to retirement@schoolsfirstfcu.org

 

 

Not NCUA/NCUSIF/FDIC insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution.

 

 

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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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