A retirement plan exclusively for Housing Authorities

Edelman Financial Engines

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:

  • Access your personal account via the HART website
  • Locate the tile labeled “Advice by Edelman Financial Engines”, directly below Account Balance, then click on the “Learn More” button

To contact Edelman Financial Engines:

  • To speak directly to an Edelman Financial Engines representative call 844-861-0028.

©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
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Management Fee Reductions for Vanguard Target Retirement Funds
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Webinar from Financial Engines an Investment Advisory Service

Investing in a Volatile Market

Getting the Most from Your Retirement Plan

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 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.

Reinventing Retirement