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?
457(b) Investment Providers
457(b) Investment Providers

 

 

Advice & Guidance to Help You Make the Right Choices

 

Choosing a retirement plan can be daunting; we have advisors, tools, and resources to help you make sense of your options.  

SchoolsFirst/Nationwide Retirement Builder Plan

 

Our commitment to high-quality, competitive products drove us to scour the market and find what we believe is one of the best retirement investment companies in the country: Nationwide Financial Services. Their experience, expertise and performance1 are well known and respected in the investing community as their overall goal is to help you get retirement ready.

 

Retirement Builder Plan offers 403(b), Roth 403(b), and 457(b), with no front- or back-end sales charges, no transfer fees, and a variety of investment options. We've been working with school employees' retirement plans for more than 30 years and understand the options available through the STRS/PERS Retirement System. Plus, our retirement advisors receive a salary and do not work on commission.

 

Retirement Builder Plan is available to school employees in districts where SchoolsFirst Plan Administration serves as Third-Party Administrator.

 

 

457(b) Share Certificates

 

Instead of putting your retirement assets in investment products that go up and down in value without any guarantees against losses, SchoolsFirst FCU offers 457(b) Share Certificates to school employee Members whose district participates in our 457(b) Deferred Compensation Plan.

 

These are special Share Certificates, with higher rates than most other Share Certificates and are federally insured by the NCUA up to $250,000.

 

See rates below.

 

Getting Started

 

Online

Request a complimentary consultation with
a retirement advisor2

 

Call

Call 

 

800.462.8328  ext 4116

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

Email

 

Contact a retirement advisor2 by sending an
email to retirementadvisors@schoolsfirstfcu.org

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

 

 

 

 

Term Minimum Monthly Deposit Dividend Rate APY3
12 months $50, payroll deduction only 2.71% 2.75%
36 months $50, payroll deduction only 3.20% 3.25%
60 months $50, payroll deduction only 3.68% 3.75%

 

 

Disclosures

 

1Past performance does not guarantee future results.

2Retirement 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.

3APY = Annual Percentage Yield. Rate quoted is effective as of date and is subject to change. Penalty for early withdrawal. No minimum balance required to earn the stated APY. No minimum opened deposit.

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