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Plan representatives are available Monday – Friday 9:00 a.m. until 7:00 p.m. EST at 888-801-3534.
You may withdraw any voluntary money you contributed. You can also access funds If your agency adopted the loan program or the age 59 ½ withdrawal provision.
Daily, provided that the stock market is open, and, the change is made prior to 4:00 PM, Eastern Time. The only limitation that may apply is for those Fund Managers who impose Market-Timing Restrictions. When a transfer is initiated, any transaction restrictions will be displayed in order to either accept the terms and process the transfer or reject the terms and cancel the transaction.
Yes, a participant may make after-tax contributions to the Plan, subject to the following maximum IRS individual limit: For calendar year 2020, the total of all contributions made to the Plan each year either by you, or by your employer on your behalf, cannot in total exceed whichever is smaller: $57,000 or 100% of your annual salary. (The limit may be increased or decreased by the IRS after 2020.)
Yes.
Primarily through the Web Site at www.hart-retire.com or by calling into the automated phone system at 888-801-3534.
Yes. The Plan can accept rollover contributions from another plan in which you have participated if that other plan is a qualified plan under Internal Revenue Code Section 401(a) or 401(k), a tax-sheltered annuity plan under Internal Revenue Code Section 403(b) or an eligible deferred compensation plan under Internal Revenue Code Section 457(b).
Since distributions are processed after final plan contributions and loan payments are received by the Plan from the agency, the participant will typically receive the distribution at the end of the month following the month in which his/her termination date occurs. Once final contributions are received by the Plan, distributions are processed every business day, and the checks are mailed within two business days.
What’s New With HART?
HART News Flash
View Document
Webinar from Financial Engines an Investment Advisory Service
Navigating a Volatile Stock Market – See attached communications:
Helping HART Participants Navigate a Volatile Market
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 2022-2024 is now available. These amounts usually change each year, and you can refer to this document to find the correct limits for the years 2022 through 2024.
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.