Information on 403b, 457 and ROTH

SchoolsFirst is the District’s third-party administrator (TPA) that ensures both the employee and employer are complying with the Internal Revenue Service rules/regulations related to this program.

All new deduction and/or changes to existing one(s) must be sent directly to SchoolsFirst for processing. SchoolsFirst will notify the Payroll Office accordingly.  DO NOT SEND TO PAYROLL OFFICE.

For assistance or questions, please call 800 462 8328, extension 4727 to speak with a SchoolsFirst representative.


Important Websites 

To Access forms

www.schoolsfirstfcu.org

  → Planning & InvestingService and SupportForms

SchoolsFirst Plan Administration Plan Vue Website

www.pa.schoolsfirstfcu.org

403(b) Compare

www.403bCompare.com