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WHAT OUR MEMBERS SAY

“I like the better rates at SchoolsFirst FCU, and the fact that I’m not being nickeled and dimed.”

- Jon Hosea, Teacher
Member since 2009

 

Gold Visa®
 
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MEMBER FAVORITES Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Traditional vs. Roth: Which IRA is Right for You?
 
 
 
 
 
 
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retirement RETIREMENT SERVICES

As the largest educational credit union in the United States, SchoolsFirst FCU is proud to be the Third Party Administrator (TPA) of choice for more than 20 years for 403(b), 457(b) and 401(a) defined contribution plans. Among those using our services are supplemental retirement plans of California’s local school districts, community college districts and county offices. In this capacity we provide compliance services, monitor multiple investment providers and meet the needs of school districts and their employees with the highest degree of service and integrity.

 

Why Choose SchoolsFirst FCU?

Districts We Serve

Approved 403(b) and 457(b) Providers

 

 

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

 
 
 
 
 
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NOT A MEMBER?
 
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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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