MissionSquare Retirement Team

BART’s Exclusive Toll-Free Service Line — 1-833-538-BART

Contact BART’s Dedicated Call Center for general retirement account questions or concerns. Your call will be answered by a BART Plan representative exclusively trained to service your 457 and 401(a) plans.

Contact Your MissionSquare Retirement Representative

Ryan Bertand
Retirement Plans Specialist
(202) 759-7187

Ray Ortiz
Retirement Plans Specialist
Bilingual (English and Spanish)
(202) 759-7126

Retirement Plans Specialists are your primary contact for retirement account questions, including:

Enrollments
Contributions
Investment Education
Distributions
Beneficiary Updates
Required Minimum Contributions
Retiree Planning

Schedule an Appointment

Send an Email

Schedule a Consultation with a MissionSquare CFP® Professional

MissionSquare CERTIFIED FINANCIAL PLANNER™ (CFP^®) Professional provides personalized and objective guidance which can help you better understand:

Retirement goals and benefits
Investment options
Estate planning
Income and investing resources
Social security analyzer
Other financial strategies

Schedule an Appointment

Send an Email

Scott Eason
Regional Director,
Financial Planning Services

**Joanne Holan**
CERTIFIED FINANCIAL PLANNER™
(202) 759-7077

Join a Live Webinar Hosted by a MissionSquare CFP® Professional

Retirement doesn't have to be complicated. Register for one of our financial planning seminars that can help you prepare, so you can enjoy your retirement your way.

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