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JUST FOR SCHOOLS & ADMINISTRATORS

District Center

Trust us to expertly manage your district's plans.

Third-Party Administrator

Setting the gold standard in educational retirement planning for over 40 years, SchoolsFirst Plan Administration, LLC delivers comprehensive solutions — including 403(b), Roth 403(b), 457(b), Roth 457(b) and 3121 plans — to over 400 California institutions. Our specialized expertise and superior service have made us the trusted and reliable choice for public schools, charter schools, community colleges and county education offices.

The SchoolsFirst TPA Advantage

Plan Administration

 
  • California-based, we operate in our partner districts' time zone for timely assistance.
  • No TPA Fees. We bill vendors for fees to administer your district's plan.
  • 24-Hour Remittance Guarantee. Faster and more efficient payment processing than other TPAs.
  • More Employee Options. 40+ approved providers offering tailored, customized plans.

Tools and Guidance for Employees

 
  • Tailored workshop sessions offered in person or virtually.
  • Retirement plan education materials to simplify retirement options.
  • Expert insights on retirement, savings and financial planning.
  • Professional advisors to guide employees to a secure financial future.

Compliance & Legal Support

 
  • Management of approved investment providers.
  • Secure processing of all participant contributions and loans.
  • Complete management of participant transaction authorizations.
  • Expert oversight with Internal Revenue Service audits and compliance requirements.

Your Retirement Partner

As your common remitter, we process your employees' retirement contributions quickly, accurately and securely. We are the primary point of contact for your employees, and manage most aspects of their plans — allowing you to focus on other priorities.

  • 24-hour guaranteed secure retirement contribution processing.
  • Direct support for employee and provider inquiries.
  • Full compliance monitoring, plan communications and IRS audit support.
  • Personal support available weekdays 7 a.m. to 7 p.m. and Saturdays 9 a.m. to 3 p.m. 
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Districts We Serve

SchoolsFirst Plan Administration proudly partners with over 400 California educational institutions, building trusted relationships across four decades. Our expertise serves public school districts, charter schools, community colleges and county education offices statewide. See our extensive network of partner districts in the link below.

VIEW DISTRICTS WE SERVE
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Let's Talk

Get to know our Third-Party Administration specialists committed to serving your needs.

MEET OUR TEAM

In the News

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

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

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

LEARN MORE ›

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Call

Monday through Friday, 7 a.m. – 7 p.m.
Saturday, 9 a.m. – 3 p.m.

More Questions?

Contact our dedicated Retirement Planning team for any additional questions.

Access Your Dashboard

Manage your district's PlanVue account with 24/7 secure, easy access.