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

Your Local Representatives

Ryan
Ryan Bertrand
Retirement Plans Specialist
(866) 837-9803
Email
Patrick
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Email
Ray
Ray Ortiz
Retirement Plans Specialist
(888) 883-8571
Email

Retirement Education Center

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  • Get Ready to Retire
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Log in for your personalized retirement-readiness score.

CALCULATOR

See why saving early matters.

CALCULATOR
See how to lower the total cost of debt by paying it off sooner, getting a lower rate, or...
CALCULATOR

See how to be prepared for a significant expense.

CALCULATOR
Use this interactive online tool to explore whether you might want to consider making Roth...
CALCULATOR

See how small changes to your spending can help you save big.

CALCULATOR
There's no denying the benefits of a college education, especially the ability to compete...
WEBINAR
An estate plan is a map of how you want your personal and financial affairs to be handled...
WEBINAR
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances....
WEBINAR
The best investing strategy is a carefully planned and prepared approach to managing and accumulating...
WEBINAR
According to the federal government, a majority of people over age 65 will need some type...
WEBINAR
Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full...
WEBINAR
Retirement income planning is the process of understanding how much income you'll need during...
WEBINAR
Roth IRAs have become popular retirement savings vehicles because if certain conditions are...
WEBINAR
As you near retirement, one of the biggest financial decisions you'll need to make is when...
WEBINAR
Today, more women than ever are responsible for their financial well-being, and the well-being...
WEBINAR
When it comes to saving for retirement and planning for retirement income, women face a number...
WEBINAR

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

VIDEO

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

VIDEO
Your 457 Plan video description is incorrect, change to: Get to know your 457 plan (voluntary...
VIDEO

BART 401(a) Plan list of investment options.

DOCUMENT

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

DOCUMENT

BART 457 Plan list of investment options.

DOCUMENT

Annual service and fee disclosure for your 457 plan.

DOCUMENT

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

DOCUMENT
Learn about your BART Retirement Plans. Get help from your MissionSquare Retirement repre...
DOCUMENT

Annual asset class performance presented in quilt chart.

DOCUMENT

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

DOCUMENT
This BART Plan Summary provides information about the two defined contribution plans established...
DOCUMENT

Dispels common retirement plan myths.

DOCUMENT

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

DOCUMENT

View performance info for your BART plan investments.

DOCUMENT

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

DOCUMENT

Rules and regulations of your 457 plan.

DOCUMENT

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

DOCUMENT

Fund fees peer group analysis for your BART investments.

DOCUMENT

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

DOCUMENT

Rules and regulations of your 401(a) plan.

DOCUMENT

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

DOCUMENT

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

DOCUMENT

Frequently asked questions about Roth 457 after-tax deferrals.

DOCUMENT

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

DOCUMENT

Overview of the brokerage services available in your BART plans.

DOCUMENT

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