The Plan Trustees, who serve without pay and must be active
participants in the Plan, are listed below with information on the
Administrators of the Plan:
Jim Coleman - Chair of the
HART Board of Trustees. Jim has served as Executive Director of the Camden Housing
Authority, Camden, Arkansas for since 1984. He has served as President of the Arkansas
Chapter of NAHRO, President of Southwest NAHRO and on the NAHRO Board of Governors.
He has served on the HART Board since June 1998.
Wavid C. Wray - Vice Chair of the
HART Board of Trustees. Deputy Executive Director - Financial Services for the
Louisville Metro Housing Authority, Louisville, Kentucky. He has served as Chief
Financial Officer for since 1977, and prior to employment with the Louisville Housing
Authority, worked in Corporate Finance for Chevron USA. He has served on the HART
Board since August 1990.
Tina Akers Brown - Chief Executive
Officer of the Greensboro Housing Authority, Greensboro, North Carolina. She began
working there in 1996 and has served as the Chief Executive Officer since 2001. Prior
to going to Greensboro, she served as Executive Director at the Fairmont and Morgantown
Housing Authorities in West Virginia where she began working in 1985. She has served
as President of the West Virginia Association of Housing Agencies, Southeastern Regional
Council of NAHRO and on the NAHRO Board of Governors for 14 years. Tina has served on
the HART Board since 2005.
Greg Price - Executive Director
of the Greater Gadsden Housing Authority, Gadsden, Alabama. He has served as
Executive Director of the Gadsden Housing Authority since June 2016. Prior to
his employment with the Gadsden Housing Authority, Greg worked for the Department
of Housing and Urban Development for 29 years as a Management Specialist and the
last few years as a Division Director in the Birmingham Office of Public Housing.
Beryl R. Pitre - Executive Director
of the Housing Authority of Lafourche Parish, Raceland, Louisiana. She began working
with the Authority in 1974 and has served as the Executive Director of the Authority
since 1984. She has served as President of the Louisiana Housing Council and is currently
a Trustee of the Louisiana Housing Council Insurance Program Board since May 2007.
Denise Marie Roper, Ph.D. -
Human Resources Director at Knoxville's Community Development Corporation (KCDC),
Knoxville, Tennessee. Denise has been employed by KCDC since 1998. She has been
responsible for administration of the HART retirement plan at KCDC since her hire.
Denise is certified by the Society for Human Resources Management as a Senior
Certified Professional (SHRM-SCP) in Human Resources (SPHR) by the HR Certification
Institute. Prior to employment at KCDC, Denise worked in Civil Service and Risk
Management at the City of Knoxville.
Angela Strickland - Executive Director
of the Brunswick Housing Authority, Brunswick, Georgia. She has been employed by BHA
since 1987 and has held a number of different positions within the organization. She
also serves on the Board of Georgia Housing Authorities Risk Retention Pool, Inc, several
SERC committees, as well as serving on several committees including being an officer
with the Georgia Association of Housing and Redevelopment Agencies (GAHRA) including
Past President of the association. She has served on the HART Board since 2015.
Matt Moran - Joined the HART Board
of Trustees in 2016. He has been the Executive Director of the Housing Authority of
Joplin, Missouri since 2004. Before coming to the Housing Authority, he managed the City
of Joplin's Community Development Block Grant program. He has served as President
of the Missouri Chapter of NAHRO, and has been a Director on the Board for the Missouri
Housing Authorities Property & Casualty Inc. insurance pool since 2009.
Ed Johnston CPA - He is the new
Executive Director of the Housing Agency Retirement Trust and has been with HART going on 5
years. Ed has 8 years of experience as Marketing Director of Housing Agency Retirement Trust
and has worked closely with the prior Executive Secretary by providing marketing and customer
service support. Ed is a Certified Public Accountant and brings more than 18 years of
retirement and financial services expertise to HART. Prior to working with HART, Ed was
a Director of Client Service at ADP, one of the leading financial recordkeepers in the country.
While Ed also spent three years as Consultant for defined contribution plans for Mercer,
a firm offering retirement and custodial services to individuals and businesses.
Mercer - The Plan Administrator
is Mercer. Mercer is the world's largest
employee benefits, compensation and human resources consulting firm. Their
sister company, Mercer Investment Consulting, Inc. is one of the largest
and most respected purveyors of investment consulting services in the world.
Mercer Investment Consulting provides consulting services to the Trustees
relative to the fixed income investments. Since inception of the Plan,
Mercer or one of their merging partners has served as the Plan Administrator
and provided investment consulting services to HART. Mercer is a wholly
owned subsidiary of Marsh and McLennan Companies, Inc., which was founded in 1887.
ADP Retirement Services - ADP
was founded in 1949 as a payroll processing business. ADP has evolved
into the leader in payroll processing, and, a multifaceted corporation,
including global currency and securities trading. William M. Mercer
and ADP formed an alliance over eight years ago, at which time ADP assumed
the responsibilities of record keeping for HART and other benefit
plans. The ADP employees that administer HART's plan have all been
involved in the record keeping for HART for 24+ years, and, are
known for the personal service that is provided to HART's participants.
Clients on 6 continents now use ADP services. ADP Broker-Dealer,
Inc. provides guidance and service to the Trustees as an Investment
Consultant and in accordance with the adopted “Statement of
Policy.” They review the effectiveness of the current investment
structure; provide a report semiannually as to the (1) performance
for each investment fund, (2) narrative detailing how that performance
was achieved; and (3) suggested action plans, as appropriate. The
investment consultant conducts a search to (1) add an additional
option to the portfolio, and/or (2) terminate one or more of the
current investment options from use by HART. The consultant is
also charged with bringing all pertinent investment-oriented information
to the Trustees as he gains access to such information.