SCHOOLSFIRST FEDERAL CREDIT UNION
Tax shelter annuity (TSA) accounts were developed by the IRS to encourage employees of educational institutions to save for retirement. TSA’s can provide a healthy supplement to your pension plan.
SchoolsFirst Federal Credit Union, as our Third-Party Administrator (TPA), offers a variety of investment options, including SchoolsFirst/Nationwide Retirement Builder Plan, as well as a wealth of other state-approved investment provider options. Retirement Builder Plan is available to school employees in districts where SchoolsFirst Plan Administration, LLC serves as Third-Party Administrator.
To assist our employees in the education of TSA’s, a SchoolsFirst counselor visits the main campus, Human Resources office, every first Wednesday of each month.
Amber Gaitan
Retirement Plan Advisor
Member Retirement Planning
SchoolsFirst Federal Credit Union
Office: 800-462-8328 x4116
Cell: 714-628-6550
Email: agaitan@schoolsfirstfcu.org
Please click the following links for more information:
Approved TPA Providers
SFCU Summary Plan Description
SFCU 403b Salary Reduction Agreement
SFCU 457(b) Salary Reduction Agreement
2024 Universal Notification Letter 403(b)-457(b)_SFPA
