Investment Plans



SchoolsFirst Plan Administrator
 800-462-8328 ext 4727

Plan Administration Services for School Districts

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

If you need to withdraw, transfer, or process investment paperwork, please email documents to SchoolsFirst Plan Administrators, rpa@schoolsfirstfcu.org.  District staff cannot sign these documents.

 

INVESTMENT PLAN FORMS

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