Seminars

You can meet with representatives from ICMA-RC to learn about retirement planning and investing and how you can get the most out of your BART-sponsored retirement plans. There are a variety of seminars available:

Educational Webcasts - The webcasts below (approximately 10-17 minutes in length, respectively) provide an overview of key topics related to your BART 401(a) Money Purchase Pension Plan and 457 Deferred Compensation Plan:

• Beneficiary Designations for Retirement Accounts - Part I – Learn the basics and the importance of designating beneficiary information to your BART plan account(s) by viewing this short webinar.
• Beneficiary Designations for Retirement Accounts - Part II - View the sequel to the first Beneficiary webinar and get a more in-depth understanding of the beneficiary designation process.
• Roth IRA Contributions & Conversions: What You Need to Know - This webinar provides you with an overview of the Roth IRA and how to convert to a Roth IRA.
• Seven Secrets for Smart Saving - Start early in your career and explore important ways to help you save for a brighter future by viewing this short webcast!
• Strategies to Help You Save for Retirement - Explore different savings concepts and how to coordinate retirement with other financial goals you may have.
• Protecting Your Savings - Saving for retirement is critical. But protecting your savings isn't always easy, especially soon before and during retirement.
• BART Account Access - A demonstration of Account Access, the online tool for accessing your money purchase pension plan and deferred compensation accounts online.

National Save for Retirement Week 2011 Presentations - view presentations from BART’s 2011 National Save for Retirement Week event.

• Ready, Set, Save!
• Navigating Through Turbulent Times
• Diversification of Funds
• Distribution of Funds
• Financial Focus for Women

Participant Day 2010 Presentations - view the presentations below from BART’s 6th Annual Participant Day Event and learn about investing in your BART retirement plan(s), designating beneficiary information, reviewing your quarterly statement, and understanding the available investment options.

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

Individual 1 Hour Appointments - Learn the basic principles of long-term investing and making the most of your retirement savings. Location is at Lakeside office in Oakland. You must register for these individual consultations.

» Browse individual 1 hour appointments

Individual Field Appointments - review the schedule of onsite field appointments. No need to register. First come/first served.

The seminars are available to all interested BART plan participants. To register for a session, select the appropriate link above, and then click on "Register".