Bay Area Rapid Transit: Retirement Plans

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Your Education Team

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

Account Log In

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