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• Money Purchase Pension Plan Common Questions and Answers
• Deferred Compensation Plan Common Questions and Answers
• The Deferred Compensation Plan
• The Money Purchase Pension Plan

• Frequent Trading Policy
• Investment Objectives and Policy Guidelines
• Small / Mid Cap Value Equity Option Change Effective August 3, 2007

• Seminars
• Increasing Your Contributions Seminars
• Investment Basics Seminars
• Meet the New Manager of the WHG SMidCap Fund Institutional Equity Fund!
• Individual 1 Hour Appointments
• Retirement Planning Seminars
• BART Education Day Meetings
• Investment Basics
• Individual 3 Hour Meetings With PERS/SSA/ICMA-RC
• Glossary of Terms

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• The 3rd Annual BART Participants Education Day
  • Individual 1 hour Meetings 3/7/2007
  • Financial Planning Overview
  • How To Invest Your Money
  • Basics of Estate Planning
  • PERS Pension Options

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• History of the Investment Plans Committee and Overview of Investment Plans

• Meet the Investment Plans Committee Members
  • Elaine M. Kurtz
  • Michael Pon
  • Kory Frost
  • Hubert La Violette
  • Robert H. Fernandez
  • Carolyn Pope-Chappell
  • Rube Warren
  • Jean E. Hamilton
  • Howard D. Jones
  • Teresa E. Murphy

• Meetings of the BART Investment Plans Committee
  • BART Investment Plan Committee Meeting Agendas and Minutes Archives
  • BART Education Day Meetings

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