403(b) Tax Sheltered Annuity - SchoolsFirst/National Benefits Services

SchoolsFirst and National Benefits Services (NBS) are the Third-Party Administrators that will administer the 403b Tax Sheltered Annuity (TSA) Plans for school districts within San Bernardino County. SchoolsFirst and NBS are responsible for fulfilling Internal Revenue Service requirements such as universal notification to employees, monitoring and processing employee Salary Reduction Agreements and auditing Maximum Allowable Contribution calculations. SchoolsFirst will remit employee contributions to 403(b) providers and will field employee questions and communicate with 403(b) vendors and their agents on behalf of the district and its employees. NBS will handle all compliance regarding the 403(b) plans.

403(b) Approved List of Providers - providers listed are registered with 403(b) compare and have signed a Hold Harmless Agreement 

• Approved List of Providers (Updated 9/2021)

• 403(b) & 403(b) Roth Salary Reduction Agreement (SRA)

• 457 Salary Reduction Agreement (SRA)
• 2024 Retirement Plan Limits

For additional 403(b) information and forms, click the SchoolsFirst Federal Credit Union link to be taken to their Retirement Planning webpage.

Salary Reduction Agreements can be mailed directly to SchoolsFirst Federal Credit Union at the address listed below or dropped off at your district Payroll office.

2115 North Broadway
Santa Ana, CA 92706
Attn: Retirement Services