Retirement Education Center: Helping public sector employees Engage, Build, and RealizeRetirement<sup>&reg;</sup>

Your Local Representatives

Susan
Susan Chang
Retirement Plans Specialist
(866) 620-6064
Email
Ray
Ray Ortiz
Retirement Plans Specialist
(888) 883-8571
Email
Joanne
Joanne Holan
Certified Financial Planner™
(877) 313-8317
Email

Retirement Education Center

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  • Get Ready to Retire
  • Invest What I Save
  • Manage My Money in Retirement
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Log in for your personalized retirement-readiness score.

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See why saving early matters.

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See how to lower the total cost of debt by paying it off sooner, getting a lower rate, or...
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See how to be prepared for a significant expense.

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Use this calculator to help you manage withdrawals from your defined contribution accounts...
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Use this interactive online tool to explore whether you might want to consider making Roth...
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See how small changes to your spending can help you save big.

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Leaving employment? Your plan benefits continue through retirement. Learn more.

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Get to know your 401 plan (employer contributions) and meet plan representatives.

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Your 457 Plan video description is incorrect, change to: Get to know your 457 plan (voluntary...
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BART 401(a) Plan list of investment options.

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Annual service and fee disclosure for your 401(a) plan.

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BART 457 Plan list of investment options.

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Annual service and fee disclosure for your 457 plan.

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Explains credits received from mutual fund companies with investments in the plan.

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Learn about your BART Retirement Plans. Get help from your ICMA-RC representatives.

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Annual asset class performance presented in quilt chart.

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Investment objectives and policy guidelines for the BART 401(a) and 457 plans.

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This BART Plan Summary provides information about the two defined contribution plans established...
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Dispels common retirement plan myths.

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Questions to ask before moving money out of your BART plans.

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View performance info for your BART plan investments.

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If you do not select investments, this notice explains your default investment allocation.

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Rules and regulations of your 457 plan.

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Frequent trading hurts long-term retirement investors. Learn how we prevent it.

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Fund fees peer group analysis for your BART investments.

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Our complimentary benefits program can help you make the most of your personal finances.

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Rules and regulations of your 401(a) plan.

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Provides a side-by-side feature comparison of the 401(a) and 457 plans.

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Roth 457 after-tax deferrals are another way for you to save for a secure retirement.

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Frequently asked questions about Roth 457 after-tax deferrals.

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Read this tax notice when you request a disbursement from your plan.

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Overview of the brokerage services available in your BART plans.

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