HART has partnered with Edelman Financial Engines to offer investment advisory services to participants in this retirement plan.
As a member of the HART retirement plan, you can get help managing your investments with Edelman Financial Engines. Because everybody is different, they offer different ways to get help. Online Advice for the do-it-yourself investor at no additional cost, Professional Management for the hands-off investor, and Personal Advisor for more complex financial situations (working with a local planner to build a comprehensive financial plan).
To learn more and to access Edelman Financial Engines:
To contact Edelman Financial Engines:
©2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See https://edelmanfinancialengines.com/patent-information for patent information. AM1549768
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 2021-2023 is now available. These amounts usually change each year, and you can refer to this document to find the correct limits for the years 2021 through 2023.
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.