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School Procurement Guide

SchoolsFirst Plan Administration

  • Strategic Alliance Partner
SchoolsFirst Plan Administration

SchoolsFirst Plan Administration has been administering retirement plans for school employees and providing comprehensive and flexible Third Party Administration Services exclusively to school districts in the state of California since 1982. We currently partner with and serve over 350 school districts, including 10 County Offices of Education throughout California. We offer and administer pre- and post-tax 403(b) and 457(b) plans, as well as 401(a) and 3121 FICA Alternative Plans. SchoolsFirst Federal Credit Union is a not-for-profit, Member owned, financial cooperative serving school employees and their families since 1934..

We believe in – “building the future for those who build the future.”

CONTACT: Darin Ditmar, TPA Relationship Specialist
Tel: (800) 462-8328 ext. 2028371
Email: dditmar@schoolsfirstfcu.org

CONTACT: Daniel Christofferson, TPA Relationship Specialist
Tel: (800) 462-8328 ext. 2028688
Email: dchristofferson@schoolsfirstfcu.org

CONTACT: Jacinda Lazarus, TPA Relationship Specialist
Tel: (800) 462-8328, ext. 2028812
Email: jlazarus@schoolsfirstfcu.org

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Associate Member Conference Attendance Policy

Purpose To ensure a fair and consistent experience for all participants at CASBO conferences and to maintain the value of sponsorship and exhibitor opportunities for associate members.

Policy Statement Associate Members who are not exhibiting or sponsoring at a CASBO conference are not permitted to attend the event as regular attendees.

Details

  • Conference attendance for Associate Members is considered a benefit tied to active participation as an exhibitor or sponsor.
  • Only Associate Member firms with a confirmed exhibit booth or paid sponsorship are eligible to register representatives for conference access.
  • Associate Members without an exhibit or sponsorship may not:
    • Purchase or obtain standard attendee registrations
    • Access sessions, meals, networking events, or the exhibit hall
    • Attend on behalf of or in partnership with another exhibiting or sponsoring organization
  • This policy ensures equitable opportunities for participating partners and protects the value of conference engagement offerings.

Exceptions Any exceptions to this policy must be reviewed and approved in advance by CASBO leadership.

Enforcement CASBO reserves the right to:

  • Deny registration requests that do not meet the eligibility requirements
  • Remove individuals from the event who attend in violation of this policy
  • Revoke or limit membership privileges for repeated violations