Bay Area Rapid Transit: Retirement Plans

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Your Education Team

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
Bilingual (English & Spanish)