Bay Area Rapid Transit: Retirement Plans

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Getting Ready to Retire

Did you know you can keep your BART retirement plans long after you separate from service or retire? In fact, more than 98% of BART employees stay in their retirement plan and continue enjoying their benefits:

  • Low plan fees and a wide range of investment options
  • No tax penalty for 457 withdrawals, regardless of age
  • Personalized attention from your Retirement Plans Specialists
  • CERTIFIED FINANCIAL PLANNER™ professional services at no additional cost
  • Dedicated oversight of $1 billion in BART 401 and 457 plan assets

Learn more:

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)