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403b and 457 Plan Annuity Information
The District's Third Party Administrator Is SchoolsFirst Federal Credit Union
Administrative Procedures for Plan Participants
All participant transaction requests and Salary Reduction Agreements (SRA) must be submitted to SchoolsFirst Federal Credit Union for validation prior to being processed by your payroll department or your Investment Provider. This includes all distributions, rollovers, transfers/exchanges, loans, hardships, or Salary Reduction Agreements.
- SchoolsFirst Welcome Letter
- CalPERS 457 Plan FAQ
- CalPERS 457 Plan Flyer
- 403b, ROTH403b (SRA) Salary Reduction Agreement
- 457 (SRA) Salary Reduction Agreement
- Understanding 403(b)ROTH/403(b)
- Understanding 457(b)ROTH/457(b)
- SchoolsFirst PlanVue Tutorial
- SchoolFirst Self Enrollment QR Code
- SchoolFirst - Nationwide - Plan Highlights
- Read more