Bay Area Rapid Transit: Retirement Plans

IPC BART Plans

The IPC would like to recognize some exciting updates to the BART Plans!

An administrative fee holiday will be given to all participants for March 2023.

The IPC continuously looks to minimize participant fees where possible, and we are happy to deliver this news.

Effective March 24, 2023, the BART International Equity Fund will now include the Schroders International Value strategy in place of Templeton International Equity. The IPC diligently monitors all plan investment options and voted to make this change in light of personnel turnover and performance challenges. This change will require no action on the part of the participant and will result in a decrease in investment management fees.

Contact Your Representative

Ryan Bertrand
Retirement Plans Specialist
(202) 759-7187
BARTretirement@​missionsq.org
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
BARTretirement@
missionsq.org
Ray Ortiz
Retirement Plans Specialist
(202) 759-7126
BARTretirement@​missionsq.org

MissionSquare Retirement Financial Planning Services

Our CERTIFIED FINANCIAL PLANNER™ professionals can help with your comprehensive financial planning needs to and through retirement. To learn more about financial planning services, contact your Retirement Plans Specialist.

Financial Planning Seminars

Retirement doesn't have to be complicated. Register for one of our financial planning webinars that can help you prepare to enjoy your retirement your way.