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403/457 Plan Administrator


How to register your SchoolsFirst Account

Instructions "How to make changes" to your 403/457 account

Approved Provider List

CalPERS logoCalPERS - California Public Employees' Retirement System
CalPERS provides and administers a variety of benefit programs and services.  
CalPERS is about the people.  It is about the dedicated individuals who serve, or have served, California at the state, regional, and local level through a career in public service.  
Savings Plans - 403b, 457, Roth

Savings Plans - 403b, 457, Roth

Joe Bauers, AIF®
Phone - 619-733-1823
Website - Joe Bauers
Michael George, CFP®
Phone - 619-792-2177
Website - Michael George
CalSTRS - California State Teachers' Retirement System
Express Benefit Report (unused sick leave) - fillable
CalSTRS provides retirement, disability and survivor benefits for full-time and part-time California public school educators through a hybrid retirement system consisting of its Defined Benefit, Defined Benefits Supplement and Cash Balance Benefit program, and voluntary defined contribution plan called CalSTRS Pension2.
Savings plans - 403b, 457, Roth

Savings plans - 403b, 457, Roth

Retirement Plan Advisor - Anna Bernardo, CRC
Phone - 619-417-4122