Education and Individual Meetings

Education Seminars and Individual Consultations

Register for one of the many helpful education seminars and individual consultations provided by the Retirement Plan Specialists of ICMA-RC

• See the listing of education seminars and individual consultations

Participant Day 2010 Presentations

• How to Invest In Your BART Retirement Plan(s)
• BART Retirement Plan Tools and Resources
• Understanding the BART Retirement Plans Fund Line-up

Educational Webcasts

Beneficiary Designations for Retirement Accounts - these short webcasts highlight the importance of designating beneficiaries in your BART 401(a) Money Purchase Pension Plan and 457 Deferred Compensation Plan. The presentations explore the fundamentals of naming your beneficiaries and the next steps in selecting your beneficiaries.

Financial Planning Calculators

Choose from over 50 online calculators to help you manage your finances and plan your future, including help with auto and home financing, insurance, budgets, and retirement savings.

• See Calculator categories

Investment Education

Get the most from your retirement savings by creating an investment plan

• View the different ways ICMA-RC can help you "invest smart"
• Use ICMA-RC's online step-by-step guides to create an investment plan

Guided Pathways™ - Professional Investment Advice

• Access your account online for advice specific to your retirement savings plan
• Guided Pathways provides you with professional recommendations on how to allocate your account among different asset classes, as well as professional advice on which specific funds to invest in.