Bay Area Rapid Transit: Retirement Plans

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Getting Ready to Retire

Did you know you can keep your BART retirement plans long after your separate service or retire? In fact, more than 98% of BART employees stay in their retirement plan and continue enjoying their benefits:

  • Low plan fees and a wide range of investment options
  • No tax penalty for 457 withdrawals, regardless of age
  • Personalized attention from your Retirement Plans Specialists
  • CERTIFIED FINANCIAL PLANNER™ professional services at no additional cost
  • Dedicated oversight of $1 billion in BART 401 and 457 plan assets

Learn more:

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