Webinars
The following Webcasts (approximately 9 and 11 minutes in length, respectively) provide overviews of key topics related to designating your beneficiaries for your BART 401(a) Money Purchase Pension Plan and 457 Deferred Compensation Plan.
- Beneficiary Designations for Retirement Accounts - Part I
- Beneficiary Designations for Retirement Accounts - Part II
If you have additional questions about designating beneficiaries, please call Investor Services at 1-800-669-7400 between 5:30 a.m. and 6:00 p.m. PT.
Legal Disclosures
Neither ICMA-RC nor BART offers specific tax or legal advice. The Webcast is intended only to provide you with basic information regarding designating a beneficiary, or beneficiaries, under the BART deferred compensation and money purchase plans, and can not be construed or relied upon as investment advice.
While every effort has been made to provide you with current, correct and clearly expressed information, the law changes frequently and amendments may be made to one or both of the plans, and this presentation may not be updated immediately. Further, not all of the information provided in this presentation will apply fully to your individual or specific circumstances. Finally, this presentation makes various references to law as it applies in the state of California; different beneficiary designation laws may apply in different states.
Therefore, ICMA-RC and BART strongly recommend that you consult with competent personal legal, financial, and/or tax professionals prior to implementing any financial or tax strategy.
The information contained in this webcast is intended for use by BART participants and is for informational purposes only and is not intended as a solicitation nor does it constitute investment advice. Reference to any fund or asset class on this site is not a recommendation to buy, sell, or hold that fund or asset class. Neither ICMA-RC, the third-party record keeper for the BART 401(a) Money Purchase Pension Plan and the 457 Deferred Compensation plan, nor its affiliates are responsible for any investment action you may take as a result of this information or interpretation of this information.