Santa Rosa Junior College offers both Traditional and Roth voluntary 403(b) and 457 plans to all employees. Schools First is our new plan administrator (TPA). Contribution changes should be submitted directly to Schools First either by phone or by registering online. If plan administrator signature is required for a distribution please contact Schools First.
PLEASE NOTE: NEW ACCOUNTS MUST BE ESTABLISHED WITH THE PROVIDER FIRST
Schools First Contacts and Hours of Operation
Participant Phone: 800.462.8328, ext. 4727
Fax: 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.
When registering for access to Plan Vue please see the above tutorial. You will use your Social Security Number as UserID, and last 4 as password. Then you will be prompted to reset both.
If you are a new hire you may not have access to registering with Schools First yet. If you have trouble contact Tamara McFarland or Katie Jimenez-Tuscano for a manual enrollment form.
If you have questions or concerns please contact David Roeder our Financial Representative with Schools First.
David Roeder
Financial Representative
Schools First Retirement Planning
Phone: (800) 462-8328 ext. 4116 opt. 1 | Fax: (714) 258-4051
Important Websites
SchoolsFirst Plan Administration Plan Vue® Website
https://pa.schoolsfirstfcu.org
To Access TPA Forms:
https://www.schoolsfirstfcu.org/products/investment-retirement/retirement-and-investment-forms/
403(b) Compare
CalPERS/VOYA 457 - continue to submit to payroll directly
Note: We are no longer accepting new enrollments account only changes for current participants.
Please contact Tamara McFarland 707-527-4200 or Katie Jimenez-Tuscano 707-527-4500 with questions or concerns.