A retirement plan exclusively for Housing Authorities

  • What's New

States with Participating Agencies

The Housing Agency Retirement Trust (HART) serves local agencies in more than 20 states, shown in red below. (Note: The states shown in blue do not have member agencies yet.) 

HART Resources

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    • What’s New With HART?

    HART News Flash
    View Document

    Management Fee Reductions for Vanguard Target Retirement Funds
    View Document

    Webinar from Financial Engines an Investment Advisory Service

    Investing in a Volatile Market

    Getting the Most from Your Retirement Plan

    Navigating a Volatile Stock Market – See attached communications:
    Helping HART Participants Navigate a Volatile Market

    Strategies for Managing Risk

    The stock market dropped… now what?

    Edelman Financial Engines Market Update May 2022

    Important Plan Changes are coming to both the HART Retirement Plan and the 457(b) Deferred Compensation Plan. Fees and expenses will be revised effective January 1, 2020. Please read the Important Plan Change Notice for all the details.

    Information about compliance with IRS Limits for 2020-2022 is now available. These amounts usually change each year, and you can refer to this document to find the correct limits for the years 2020 through 2022.

    New Enrollment Kit – documents and forms can now be found in one place. Access them here.

    Are you wondering how or where to invest your funds? HART is joining forces with Financial Engines to help you find answers and solutions. Read the official announcement.

    Reinventing Retirement

    Read the latest Quarterly Retirement Planning Newsletters