Bay Area Rapid Transit: Retirement Plans

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Your Education Team

Important Coronavirus (COVID-19) Update

As the record keeper for your BART Retirement Plans, MissionSquare Retirement continues to monitor the spread of coronavirus (COVID-19). Given a growing concern across the country, we are prepared for a wide range of possible situations and are putting in place measures focused on protecting health and safety, while continuing to deliver excellent service to BART participants. MissionSquare Retirement teammates are working remotely, and we are fully operational. MissionSquare Retirement is closely monitoring the financial market and will continue to provide updates.

To access your BART account(s) or learn about market risk and return and how it impacts your investing portfolio, log in or use the MissionSquare Retirement mobile app. Out of an abundance of caution, we are suspending in-person and walk-in appointments until further notice. MissionSquare Retirement Plans Specialists will meet with participants via phone, email and virtual meeting capabilities.

We are here to serve you and committed to providing you with an exceptional level of service.

As a participant in the BART retirement savings plans managed by MissionSquare Retirement, you have access to Retirement Plans Specialists by appointment and at no cost.

Retirement Plans Specialists are your primary contact for retirement account questions, including enrollments, contributions, investments, and distributions.

Please review the schedule of available appointments and register for a time that works for you.

MissionSquare Retirement CFP®

Your MissionSquare Retirement CERTIFIED FINANCIAL PLANNERTM professional provides a more holistic view of your finances and is focused on you and your family's overall financial wellness.

Financial Planning Seminars

Retirement doesn't have to be complicated. Register for one of our financial planning seminars that can help you prepare, so you can enjoy your retirement your way. Can’t join our seminar? Watch the on-demand webinar now

Contact Your Representative

Ryan Bertrand
Retirement Plans Specialist
(202) 759-7187
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Ray Ortiz
Retirement Plans Specialist
(202) 759-7126