Skip to main content

The place for all things credit union™
Log in

SchoolsFirst FCU expands financial planning services for members and educators across California

Tustin, CA (December 18, 2025) |

SchoolsFirst Federal Credit Union announced that its Third-Party Administrator (TPA) affiliate, SchoolsFirst Plan Administration, LLC, successfully onboarded a number of new school districts in California in 2025, greatly expanding its presence into new regions. As a TPA, SchoolsFirst Plan Administration helps school districts with IRS plan compliance, education and customized personal financial advice.

“Through SchoolsFirst Plan Administration, we help ensure that our Members and school employees are confident in their ability to enjoy financial well-being not only in their working years, but also during retirement,” said Carol Rose, executive vice president of Member service operations of SchoolsFirst FCU. “With significant growth in the Bay Area, Central Valley and Greater Sacramento Area, we’re providing financial planning and support across California.”

In 2025, new school districts in Alameda, Colusa, Contra Costa, Imperial, Kern, Lake, Los Angeles, Monterey, Napa, Nevada, Orange, Placer, Sacramento, San Francisco, Santa Barbara, Shasta, Siskiyou, Solano, Sonoma, Sutter, Yolo and Yuba counties have selected SchoolsFirst Plan Administration as TPA. A full list of participating school districts can be found at schoolsfirstfcu.org/districtsweserve. For additional information about retirement plan services provided by SchoolsFirst Plan Administration, LLC, interested school districts may visit SchoolsFirst District Center.

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/.

SchoolsFirst Federal Credit Union

SchoolsFirst Federal Credit Union is dedicated to improving the financial lives of its Members. Founded in 1934 by 126 school employees, the Member‑owned cooperative provides a full range of financial products and services to more than 1.5 million Members and is the largest financial institution dedicated to serving school employees and their families. SchoolsFirst FCU has been named California’s top credit union by Forbes for seven consecutive years and recognized by J.D. Power as the #1 Credit Union for Member Banking Satisfaction for two years in a row. With more than $36 billion in assets, SchoolsFirst FCU is the largest credit union in California and the third largest in the United States. For more information, visit schoolsfirstfcu.org. Insured by NCUA.

Contact

Robin Wachner
Vice President, Communications & Member Engagement
media@schoolsfirstfcu.org

Daily Credit Union News – Straight to Your Inbox

Join thousands of credit union industry professionals who start their day with the latest news, events and technology supporting the credit union industry.

Recommended for you