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.

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.

• Schools First Contact Flyer
• Plan Vue Tutorial Links
• Plan Vue Tutorial
• Approved Providers

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

https://www.403bcompare.com/

Please contact Lisa Hotchkiss 707-527-4200 or Katie Jimenez-Tuscano 707-527-4500 with questions or concerns.