Education and Individual Meetings
Education Seminars and Individual ConsultationsRegister for one of the many helpful education seminars and individual consultations provided by the Retirement Plan Specialists of ICMA-RC
Educational WebcastsBeneficiary Designations for Retirement Accounts - these short webcasts highlight the importance of designating beneficiaries in your BART 401(a) Money Purchase Pension Plan and 457 Deferred Compensation Plan. The presentations explore the fundamentals of naming your beneficiaries and the next steps in selecting your beneficiaries. Roth IRA Contributions & Conversions: What You Need to Know in 2010 - this webinar provides you with an overview of how to contribute or convert to a Roth IRA. The webinar also addresses topics such as tax diversification and how a Roth IRA might help in reaching other financial goals. Seven Secrets for Smart Saving - Start early in your career and explore important ways to help you save for a brighter future by viewing this short webcast! Strategies to Help You Save for Retirement - Explore different savings concepts and how to coordinate retirement with other financial goals you may have. Protecting Your Savings - Saving for retirement is critical. But protecting your savings isn't always easy, especially soon before and during retirement. BART Account Access - A demonstration of Account Access, the online tool for accessing your money purchase pension plan and deferred compensation accounts online. Participant Day 2010 Presentations
Financial Planning CalculatorsChoose from over 50 online calculators to help you manage your finances and plan your future, including help with auto and home financing, insurance, budgets, and retirement savings. | Investment EducationGet the most from your retirement savings by creating an investment plan
Guided Pathways™ - Professional Investment Advice
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