Katasia Nicole Jordan email & contact info

Senior Budget Analyst at Teacher Retirement System of Texas (TRS).

Work Email

k*************@t************

Verified

Direct Phone

+1 (***) ***-****

Verified

LinkedIn URL

linkedin.com/in/••••••••

Verified

Employing Organization

Teacher Retirement System of Texas (TRS)

Team

Key Colleagues

Decision makers at Teacher Retirement System of Texas (TRS)

Arthur French
Assistant Director of Procurement and Contracts
Julie Tower
Assistant General Counsel - Employment
Martin D. Cano
Chief Administrative Services Officer
Amanda Jenami
Chief Audit Executive
Barbie Pearson
Chief Benefit Officer

Key decision makers in the same organization

Organization Signals

Public Activity & Signals

Board meetings, strategic plans, and buyer signals from Katasia Nicole Jordan’s organization

Jul 16, 2026BoardMeeting

Board

Teacher Retirement System of Texas Audit, Compliance and Ethics Committee Committee Meeting

The committee received presentations from the State Auditor's Office regarding the fiscal year 2025 pension and other post-employment benefits liability schedules. The meeting included reports on quarterly investment compliance testing, enterprise risk management, and the status of internal audit performance indicators and audit plans. Additionally, the committee reviewed the internal audit report on real estate portfolio operations, including recommendations for investment and advisory board documentation and public real estate portfolio risk monitoring.

May 1, 2026StrategicPlan

Board

Teacher Retirement System of Texas Investment Policy Statement

The Investment Policy Statement for the Teacher Retirement System of Texas provides a formal plan for investing pension trust fund and health insurance program assets. Its primary objectives are to control risk through asset diversification and achieve long-term returns exceeding actuarial rates, inflation plus 5%, and the Fund's Policy Benchmark. Key areas include defining roles for the Board and Investment Division, establishing asset allocation targets across categories such as Global Equity, Stable Value, Real Return, and Risk Parity, setting measurement and reporting criteria, and outlining comprehensive risk management strategies for market, foreign exchange, credit, liquidity, and operations. The policy emphasizes prudent investment practices and adherence to fiduciary and ethical standards.

Jul 16, 2026BoardMeeting

Board

Benefits Committee of the Board of Trustees of the Teacher Retirement System of Texas Committee Meeting

The meeting focused on several key operational and programmatic updates. The committee reviewed the Pension Services operational update, which covered performance metrics, contact center activities, and inactive member outreach efforts. Additionally, the committee received the 2026 Reporting Employer Satisfaction Survey results, highlighting high employer satisfaction and areas for improvement in communication and portal functionality. Significant attention was directed towards health care, including recommendations for TRS-Care rates and benefits for the 2027 plan year, such as premium reductions for Medicare Advantage plans and adjustments to TRS-Care Standard deductibles. Several resolutions were adopted regarding the TRS-ActiveCare program, including gross premium rates, innovation plans for specific districts, and risk stabilization fees for early-returning entities.

Sep 19, 2024BoardMeeting

Board

Strategic Planning Committee of the Board of Trustees of the Teacher Retirement System of Texas Strategic Planning Committee Meeting

The committee reviewed the Executive Director's proposed areas of focus for the upcoming fiscal year, including success measures and deliverables. Updates were provided on the strategic plan, covering IT and security initiatives, facilities management, and enterprise risk. Additionally, the committee received a report on the member and employer outreach plan, which includes communication strategies for new member experience centers, website enhancements, and health plan enrollment.

Extracted from official board minutes, strategic plans, and video transcripts.

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