Retirement Enrollment Information and Forms

CONTACT AND HOURS OF OPERATION

Participant Phone Number: 1-800-462-8328, ext. 4727

Fax Number: 1-714-258-4262

Email: rpa@schoolsfirstfcu.org

Hours:

Monday through Friday: 7 a.m. to 7 p.m.

Saturday: 9 a.m. to 3 p.m.

IMPORTANT WEBSITES

To Access TPA Forms: www.schoolsfirstfcu.org

→Planning & Investing → Just For Schools & Districts → Retirement

Plan Administration → Retirement and Investment Forms

SchoolsFirst Plan Administration Plan Vue® Website

www.pa.schoolsfirstfcu.org

403(b) Compare

www.403bCompare.com