Bay Area Rapid Transit: Retirement Plans

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Frequent Trading Policy

The BART IPC contracts with MissionSquare Retirement as the third-party record keeper for the 457 Deferred Compensation Plan and the 401(a) Money Purchase Pension Plan. As the record keeper, MissionSquare Retirement monitors BART participant trading activity. The specific policies and procedures are described on the MissionSquare Retirement web site. If you have any questions about these policies, please contact Investor Services at 800-669-7400 between 5:30 a.m. and 6:00 p.m. PT.

Contact Your Representative

Ryan Bertrand
Ryan Bertrand,
Retirement Plans Specialist
(202) 759-7187
BARTretirement@
missionsq.org
Patrick O'Mara
Patrick O'Marah,
Retirement Plans Specialist
(202) 759-7277
BARTretirement@
missionsq.org
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(202) 759-7126
BARTretirement@
missionsq.org