Investment Plans
Investment Plans
Cajon Valley TSA - Tax-Deferred 403(b) and or 457(b) Plans
San Diego County Office of Education FBC - Tax-Deferred 457(b) / 403(b), & Roth 403(b)
SchoolsFirst Plan Administrator - 800-462-8328 ext 4727
SchoolsFirst Online Access Instructions
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.