Bay Area Rapid Transit: Retirement Plans

  • Decrease font size
  • Reset font size
  • Increase font size
  • Print this page

Your Education Team

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.


As a participant in the BART retirement savings plans managed by ICMA-RC, you have access to retirement and financial planning advisors by appointment and at no cost.

Retirement Plans Specialists are at 300 Lakeside Drive, 20th floor on Tuesdays. They are your primary contact for retirement account questions, including enrollments, contributions, investments, and distributions. Schedule a 1-hour appointment.

Please review the schedule of on-site field appointments. There's no need to register; these meetings are available on a first-come, first-served basis.

Susan Chang
Susan Chang,
Retirement Plans Specialist
(866) 620-6064
BARTretirement@icmarc.org

Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(866) 883-8571
BARTretirement@icmarc.org

Joanne Holan
Joanne Holan,
CERTIFIED FINANCIAL PLANNERTM professional
(877) 313-8317
jholan@icmarc.org

Joanne Holan, your Certified Financial Planner™, is available for broader and more complex discussions about your overall finances, including topics that impact your retirement security, such as credit and debt, insurance and estate planning, college funding, and tax and health care costs. She is at 300 Lakeside Drive, 20th floor once a month, usually the third Thursday of the month. To schedule an appointment with Joanne, visit: https://icmarc.secure.force.com/events?SiteId=a0lj0000003MQwyAAG

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