WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

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

457(b) is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

 

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

 

CBSI is under contract with the Credit Union to make securities available to Members.

 

 

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 performance2 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.

 

457(b) is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

 

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 advisor1 by sending an
email to retirementadvisors@schoolsfirstfcu.org

 

 

 

 

Term Minimum Monthly Deposit Dividend Rate APY3
12 months $50, payroll deduction only 1.09% 1.10%
36 months $50, payroll deduction only 1.59% 1.60%
60 months $50, payroll deduction only 2.08% 2.10%

 

 

 

1Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. 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. FR-3438580.1-0221-0323

2Past performance does not guarantee future results.

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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