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 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.

• 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".