Bay Area Rapid Transit: Retirement Plans

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Seminars

Important Coronavirus (COVID-19) Update

As the record keeper for your BART Retirement Plans, ICMA-RC continues to monitor the spread of coronavirus (COVID-19). Given a growing concern across the country, we are prepared for a wide range of possible situations and are putting in place measures focused on protecting health and safety, while continuing to deliver excellent service to BART participants. ICMA-RC teammates are working remotely, and we are fully operational. ICMA-RC is closely monitoring the financial market and will continue to provide updates.

To access your BART account(s) or learn about market risk and return and how it impacts your investing portfolio, log in or use the ICMA-RC mobile app. Out of an abundance of caution, we are suspending in-person and walk-in appointments until further notice. ICMA-RC Retirement Plans Specialists will meet with participants via phone, email and virtual meeting capabilities.

We are here to serve you and committed to providing you with an exceptional level of service.


You can meet with representatives from ICMA-RC to learn about retirement planning and investing and how you can get the most out of your BART-sponsored retirement plans.

View Seminar Schedule

Contact Your Representative

Susan Chang
Susan Chang,
Retirement Plans Specialist
(866) 620-6064
BARTretirement@icmarc.org
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(888) 883-8571
BARTretirement@icmarc.org
Joanne Holan
Joanne Holan,
CERTIFIED FINANCIAL PLANNERTM
(877) 313-8317
JHolan@icmarc.org