TUSTIN, Calif.– SchoolsFirst Federal Credit Union has announced that its Third-Party Administrator (TPA) affiliate, SchoolsFirst Plan Administration, LLC, has 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, the organization said.
“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,” Carol Rose, executive vice president of Member service operations of SchoolsFirst FCU, said in a statement. “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.
