BART offers its full-time employees access to a 457 Deferred Compensation Plan and a 401(a) Money Purchase Pension Plan through MissionSquare Retirement, serving approximately 12,270 participants with $1.5 billion in assets.
To increase retiree engagement and promote proactive financial planning, BART launched “Dive Into Financial Wellness” in June 2024—an in-person event designed to empower participants to make informed decisions and confidently manage their retirement assets. Attendees connected with experts from MissionSquare, T. Rowe Price®, Galliard, Social Security, Medicare, and Bay Area Older Adults™, and received personalized guidance from Certified Financial Planner® Professionals and Retirement Plan Specialists.
The free event featured educational presentations, one-on-one consultations, and networking over lunch. A multi-channel promotional campaign—flyers, postcards, emails, and an RSVP site—helped drive awareness and participation.
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- August 10, 2025 Create Date
- January 15, 2026 Last Updated
