Voluntary Tax-Sheltered Annuity (TSA) Retirement Plans - 403(b) and 457

Santa Rosa Junior College offers both Traditional (pre-tax) and Roth (post-tax) voluntary 403(b) and 457 plans to all employees. Schools First is our third-party-administrator (TPA) for these plans. 

 

Initial Setup (to begin a TSA contribution for the first time)

  1. Create an account linked to SRJC with an approved provider.
  2. Complete a Salary Reduction Agreement and submit to Schools First by email.
    1. 403(b) Salary Reduction Agreement (SRA)
    2. 457(b) Salary Reduction Agreement (SRA)
  3. Create a PlanVue account to manage your TSA going forward. (For your initial log-in, your UserID is your social security number, and your password is the last 4 digits of your social security number. You will be prompted to reset both.)
    1. Plan Vue Tutorial Links
    2. Plan Vue Tutorial

Please note: The maximum contribution amount is 80% of gross pay.
 

Making Changes

To cancel or change a contribution, you will work directly with Schools First. For the quickest service, you can make changes through their platform, PlanVue. You can also reach Schools First by phone or email – 

  • Phone: (800) 462-8328, ext. 4727
  • Fax: (714) 258-4262
  • Email: rpa@schoolsfirstfcu.org
  • Hours: Monday - Friday: 7:00 am to 7:00 pm; Saturday: 9:00 am to 3:00 pm

 

Deadlines for making changes:

  • If you are paid on the last day of the month, SRJC Payroll must receive your change information by the 15th of the month.
  • If you are paid on the 10th of the month, SRJC Payroll must receive your change information by the 30th of the previous month.

 

If plan administrator signature is required for a distribution, please contact Schools First.
 

For no-cost plan advising, please contact our Financial Representative with Schools First –
   David Roeder - droeder@schoolsfirstfcu.org
   Financial Representative
   Schools First Retirement Planning
   Phone: (800) 462-8328 ext. 4116 opt. 1Fax: (714) 258-4051
 

Helpful Information & Links

2026 Annual Contribution Limits

  • General: $24,500
  • Age 50+: + $8,000 catch-up = $32,500
  • Age 60-63: + $11,250 catch-up = $35,750
  • Contact Schools First for special 15-year service catch-up.
  • CalPERS 457 participants – 3-year special catch-up available during three calendar years immediately preceding normal retirement age; enrollment required.
  • For any employees with Social Security earnings over $150,000 in box 3 of their 2025 W2, all catch-up contributions must be on a Roth basis.

Links/Forms:

 

CalPERS/VOYA 457

The CalPERS 457 plan that was previously offered is no longer available to new participants. We can only make changes for current participants. For changes to this plan, please submit change form to SRJC Payroll directly. (Do not contact Schools First for help with this plan.)

 

Please contact Tamara McFarland (707-527-4200) or Katie Jimenez-Tuscano (707-527-4500) for assistance with TSA questions.