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
403(b) Investment Providers
403(b) Investment Providers

403(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 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 FCU/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 performance with mutual funds and other retirement products is considered outstanding.

 

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. Your portfolio is managed by SchoolsFirst FCU, so you’ll enjoy the same level of service, and because your advisor is salaried, you can be reassured they’re working in your best interests—not for a commission.

 

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

 

Other Providers

 

If you are interested in the 403(b) or Roth 403(b) option and it is offered by your district, you’ll want to visit 403bCompare.com to find eligible providers. To offer 403(b) investments in California, investment providers must register with 403bCompare.com, a Web site that offers details on each provider, including product lists, fees and other information related to your district.

 

403(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 advisor1

 

Call

Call 

 

800.462.8328  ext 4727 

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

Email

 

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

 

 

Disclosures

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
 

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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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