In this NAGDCA Connect Conversation, Matt Petersen speaks with leaders from Leadership Award-winning Bay Area Rapid Transit (BART) about how intentional plan design and effective communication can drive strong retirement outcomes.
Winta Berhane, Manager of Benefits at BART, and Marcus Wu, Partner at Pillsbury and outside counsel to BART’s defined contribution plans, discuss how BART strategically uses its 457(b) and 401(a) plans to support employee savings – resulting in a 92% participation rate without auto-enrollment.
The conversation explores lesser-known plan features, key compliance considerations, and practical approaches to educating a diverse workforce through strong partnerships and consistent outreach. Click below to view the discussion.