Bay Area Rapid Transit: Retirement Plans

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Contact Us

BART Investment Plans Committee

300 Lakeside Drive, 20th Floor
Oakland, CA 94612
Directions by car | Google directions from 19th Street BART station
(510) 464-6208

Committee Members

MemberOrganization
Sal Cruz AFSCME Local 3993
Robert Fernandez SEIU 1021
Javier Fregoso BPOA
Michael Jones Non-Represented 
Hubert LaViolette ATU 1555

 

Alternate Committee Members

MemberOrganization
John Arantes SEIU 1021
Brenda East ATU 1555
Andrea Frainier AFSCME
Diane Iwata Non-Represented 
Shane Reiss BPOA


Correspondence to the committee should be directed to the Investment Plans Assistant, Marques Conley-Fikes.

 

Assistant to the Committee:

  • Marques Conley-Fikes
    Phone: (510) 464-6208
    Fax: (510)464-7618
    Email: MConley@bart.gov

BART Benefits Office

  • Diane M. Iwata
    Phone: (510) 464-6207Fax: (510) 464-7618
    Email: diwata@bart.gov

Plan Record Keeper

ICMA-RC
777 North Capitol Street, NE
Washington, DC 20002-4240
www.icmarc.org
VantageLine: 1-800-669-7400
InvestorServices@icmarc.org

Passive Directed Trustee

Matrix Trust Company
c/o ICMA-RC
777 North Capitol Street, NE
Washington, DC 20002-4240

Contact Your Representative

Susan Chang
Susan Chang,
Retirement Plans Specialist
(866) 620-6064
SChang@icmarc.org
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(888) 883-8571
ROrtiz@icmarc.org
Bill Eagan
Bill Eagan,
CERTIFIED FINANCIAL PLANNERTM
(866) 838-4716
BEagan@icmarc.org