Retirement Education Center: Resources to help you to and through retirement

Your Local Representatives

Ryan
Ryan Bertrand
Retirement Plans Specialist
(866) 837-9803
Email
Patrick
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Email
Ray
Ray Ortiz
Retirement Plans Specialist
(888) 883-8571
Email

Retirement Education Center

Click to show search controls
  • Filter by Topic
  • Get Ready to Retire
  • Invest What I Save
  • Manage My Money in Retirement
  • Manage My Spending
  • Save for the Future

See how much your savings can grow.

FEATURED
CALCULATOR

See how to take distributions from your savings.

FEATURED
CALCULATOR

See if you're on track for retirement in a few steps.

FEATURED
CALCULATOR

See your current RMD and estimate future ones.

FEATURED
CALCULATOR

See how increasing what you save over time can really add up.

FEATURED
CALCULATOR

Log in for your personalized retirement-readiness score.

CALCULATOR

See why saving early matters.

CALCULATOR
See how to lower the total cost of debt by paying it off sooner, getting a...
CALCULATOR

See how to be prepared for a significant expense.

CALCULATOR
Use this interactive online tool to explore whether you might want to consider...
CALCULATOR

See how small changes to your spending can help you save big.

CALCULATOR
Transitioning into and through retirement can be rewarding and challenging....
WEBINAR
An effective estate plan can help ensure your familys financial needs will...
WEBINAR

How to Set and Achieve Your Goals

WEBINAR

Ensuring Your Retirement is on Track

WEBINAR

The Fundamentals of Retirement Investing.

WEBINAR

Understanding your retirement benefit options.

WEBINAR
There are many pieces to the Medicare puzzle you need to be aware of. Gain...
WEBINAR
Leaving employment? Your plan benefits continue through retirement. Learn ...
VIDEO

BART 401(a) Plan list of investment options.

DOCUMENT

Annual service and fee disclosure for your 401(a) plan.

DOCUMENT

BART 457 Plan list of investment options.

DOCUMENT

Annual service and fee disclosure for your 457 plan.

DOCUMENT
Explains credits received from mutual fund companies with investments in the...
DOCUMENT
Learn about your BART Retirement Plans. Get help from your MissionSquare Retirement...
DOCUMENT

Annual asset class performance presented in quilt chart.

DOCUMENT
Investment objectives and policy guidelines for the BART 401(a) and 457 pl...
DOCUMENT

2020 Contribution Limits Announced

DOCUMENT

Tools to Help You Save

DOCUMENT

Retirement Support Services

DOCUMENT

Did you know...

DOCUMENT

Taking Charge of Your Finances

DOCUMENT
This BART Plan Summary provides information about the two defined contribution...
DOCUMENT

Dispels common retirement plan myths.

DOCUMENT

Questions to ask before moving money out of your BART plans.

DOCUMENT

View performance info for your BART plan investments.

DOCUMENT
If you do not select investments, this notice explains your default investment...
DOCUMENT

Rules and regulations of your 457 plan.

DOCUMENT
Frequent trading hurts long-term retirement investors. Learn how we prevent...
DOCUMENT

Fund fees peer group analysis for your BART investments.

DOCUMENT
Our complimentary benefits program can help you make the most of your personal...
DOCUMENT

Rules and regulations of your 401(a) plan.

DOCUMENT

Provides a side-by-side feature comparison of the 401(a) and 457 plans.

DOCUMENT
Roth 457 after-tax deferrals are another way for you to save for a secure ...
DOCUMENT

Frequently asked questions about Roth 457 after-tax deferrals.

DOCUMENT

Read this tax notice when you request a disbursement from your plan.

DOCUMENT

Overview of the brokerage services available in your BART plans.

DOCUMENT

No results found