SchoolsFirst Credit Union
SchoolsFirst Federal Credit Union is the District's Third Party Administrator for our tax sheltered retirement plans, 403(b), Roth 403(b) and 457(b). If you want to setup a supplemental retirement plan, contact a SchoolsFirst retirement advisor.
Enroll in a Retirement Plan Online:
Schedule an individual appointment with an Advisor:
Kevin Tran, Financial Advisor, SchoolsFirst Retirement Planning
Support Team: (800) 462-8328, ext. 4116, opt. 1 | Cell: (949) 274-0741