SchoolsFirst FCU Announces 23 New Third-Party Administrator Agreements with California School Districts

January 15, 2025

Participants benefit from a wide range of financial education and advisory services

SchoolsFirst Federal Credit Union, the largest credit union in California and the largest serving school employees and their families, today announced that its Third-Party Administrator (TPA) affiliate, SchoolsFirst Plan Administration, LLC, added 23 school districts in California to its roster in 2023. As a TPA, SchoolsFirst Plan Administration helps school districts with IRS plan compliance, education and customized, personal financial advice.

“SchoolsFirst FCU was founded to help our Members thrive and achieve financial well-being, and we have made it our mission to offer a variety of financial products and services to accomplish this goal,” said Carol Rose, executive vice president of Member service operations of SchoolsFirst FCU. “With the additional support we provide through SchoolsFirst Plan Administration, we help ensure that our Members and school employees remain confident in their ability to enjoy financial well-being not only in their working years, but also during their years in retirement.”

School districts in California that selected SchoolsFirst Plan Administration as TPA in 2023 include:

  • San Dieguito Union High School District (San Diego County)
  • Center Joint Unified School District (Sacramento County)
  • Antelope Valley Community College District (Los Angeles County)
  • Empower Language Academy (San Diego County)
  • Amador County Unified School District/County Office of Education (Amador County)
  • Edison Elementary School District (Kern County)
  • Greenfield Union School District (Kern County)
  • San Diego Cooperative Charter School (San Diego County)
  • Middletown Unified School District (Lake County)
  • Cerritos College (Los Angeles County)
  • Sutter County Superintendent of Schools (Sutter County)
  • Robla School District (Sacramento County)
  • Santa Rosa Academy (Riverside County)
  • El Segundo Unified School District (Los Angeles County)
  • East Nicolaus Joint Union High School District (Sutter County)
  • Kernville Union School District (Kern County)
  • Kinetic Academy (Orange County)
  • Ocean View School District (Ventura County)
  • La Cañada Unified School District (Los Angeles County)
  • Southern Kern Unified School District (Kern County)
  • Ventura County Office of Education (Ventura County)
  • Maricopa Unified School District (Kern County)
  • Ventura County Schools Self-Funding Authority (Ventura County)

About SchoolsFirst Plan Administration, LLC

As the leading third-party administrator of retirement plans for school employees, SchoolsFirst Plan Administration, LLC has served the educational community for more than 40 years. SchoolsFirst Plan Administration provides retirement plan services for 403(b), Roth 403(b), 457(b), Roth 457(b) and FICA Alternative plans for nearly 400 public school districts, charter schools, community college districts and county offices of education in California. Plan participants have full access to financial education and advice provided by SchoolsFirst FCU, including access to financial planning advisors, seminars, online education and planning calculators. Other services provided by SchoolsFirst Plan Administration include retaining contribution information, authorizing loans and distributions, dedicated phone support for both districts and participants six days a week, and contribution remittance, plan audit support, and secure online access.

For additional information about retirement plan services provided by SchoolsFirst Plan Administration, LLC, interested school districts may visit: https://www.schoolsfirstfcu.org/products/just-for-school-employees/district-center/.