PERAC 2007 Memos Index
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Memos

     
    2008 MEMOS INDEX
 
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Date of Memo    Memo
Number
   Title    Chapter 32
     
12/18/08    

41

  

2009 Limits under Chapter 46 of the Acts of 2002

   
             
12/16/08    

40

  

2008 Disability Retiree Data

   
             
12/02/08    

39

  

Portfolio Rebalancing

   
             
11/19/08    

SJC decision in Maher v. Retirement Board of Quincy
(Cover Memo)

   
             
        The posting of the related decision is currently pending.    
             
11/10/08     Revised Hedge Fund Guidelines
(Cover Memo)
   
             
        Guidelines For Hedge Fund Investment    
             
11/07/08    

36

  

Submission of Medical Panel Requests for Clarification

   
             
10/20/08    

35

  

Tobacco Company List

   
             
10/20/08    

34

  

Investment Manager List

   
             
10/08/08    

33

  

Proposed Regulation on Member’s Physician Statement and Workshop on IRS Submissions
(Cover Memo)

   
             
   

   840 CMR 10.06: Proceedings for Ordinary or Accidental Disability Retirement; Applications; Additional Information   
 
10/03/08    

32

  

IRS Determination Letter Submissions
(Cover Memo)

   
             
   

   Class Registation   
 
   

   Instructions for Form 5300 and Attachments   
 
   

   MA Form 5300: Application for Determination for Employee Benefit Plan   
 
   

   IRS Determination Letter Filing - Local Options Worksheet   
 
   

   MA Form 2848: Power of Attorney and Declaration of Representative   
 
   

   MA Form 8821: Tax Information Authorization   
 
   

   Critical Plan Elements   
 
   

   2007 Cumulative List of Changes and Plan Qualification Requirements   
 
09/25/08    

31

  

Appropriation Data Due October 31, 2008
(Cover Memo)

   
             
   

   2008 Appropriation Data Questionnaire   
 
09/18/08    

30

  

Clarification on Physician Statement and Related Medical Record Costs

   
             
08/25/08    

29

  

Changes to 840 CMR 10.12, 10.14, Hearing by Retirement Board concerning M.G.L. c. 32, §§ 91, 91A or 91B
(Cover Memo)

   
             
   

   Section 10.12 (PDF)   
 
   

   Section 10.14 (PDF)   
             
09/10/08    

28

  

Chapter 302 of the Acts of 2008, Amending Interest on Certain Buybacks
(Cover Memo)

   
             
   

   Instructions for Manual Completion (PDF)   
 
   

   Repayment Worksheet (PDF)   
             
   

   2008 Make-up Worksheet (PDF)   
             
   

   Cumulative Interest Factors (PDF)   
             
     

  

Application for Reinstatement to Service (PDF)

  
             
07/15/08    

27

   Cost of Living Increase for Supplemental Dependent Allowance Paid to Accidental Disability Retirees and Accidental Death Survivors   
     
07/14/08    

26

   Tobacco Company List   
     
07/14/08    

25

   Investment Manager List   
     
07/02/08    

24

  

Restrictions on Post–Retirement Public Sector Employment in Massachusetts

  
     
06/26/08    

23

  

Reinstatement to Service under G.L. c. 32 § 105
(Superseded by Memo #28/2008)

  
     
06/20/08    

22

  

Regular Compensation & Motor Vehicle Usage

  
     
06/09/08    

21

  

Lawrence Driscoll

  
     
05/28/08    

20

  

Procedures for Retirement System Audits Performed by Certified Public Accounting Firms Authorized Under Chapter 32, Section 21(1)(a) (Cover Memo)

  
     
     

  

Internal Control Questionnaire (PDF)

  
     
04/29/08    

19

   Former Members Returning to Public Employment   
     
04/15/08    

18

   Tobacco Company List   
     
04/15/08    

17

   Investment Manager List   
     
04/07/08    

16

  

Board Annual Compliance Memorandum (Cover Memo)

  
     
     

  

Introduction to the Conflict of Interest Law (PDF)

  
     
03/31/08    

15

  

Confidentiality of Domestic Relations Orders, Standing Order 3-08
(Cover Memo)

  
     
     

  

Standing Order 3-08

  
     
02/13/08    

14

  

Proposed Regulation on Retirement Board Hearings & Post-Tax Rollovers
(Cover Memo)

  
     
     

  

840 CMR 10.12 (draft of proposed regulation)

  
     
     

  

840 CMR 10.14 (draft of proposed regulation)

  
     
     

  

840 CMR 13.01 & 13.02 (draft of proposed regulations)

  
     
02/04/08    

13

  

Data Verification for PERAC’s 2007 Annual Report

  
     
02/01/08    

12

  

Annual Memo on Investment Issues

  
     
01/28/08    

11

   Buyback and Make-up Repayment Worksheets Using Buyback Interest
(Superseded by Memo #28/2008)
  
 
01/28/08    

10

   Buyback and Make-up Repayment Worksheets Using Regular Interest
(Superseded by Memo #28/2008)
  
 
01/28/08    

9

  

2008 Limits under Chapter 46 of the Acts of 2002

  
     
01/22/08    

8

  

Corrected COLA Notice

  
     
01/18/08    

7

   2008 Interest Rate set at 0.6%   
     
01/18/08    

6

   Tobacco Company List   
     
01/18/08    

5

   Investment Manager List   
     
01/15/08    

4

   Actuarial Data   
     
01/15/08    

3

   Calendar Year 2007 Annual Statements   
 
   

   Class Registration Form (PDF)   
     
01/07/08    

2

  

COLA Notice (Superseded by Memo #8/2008)

  
     
01/04/08    

1

  

840 CMR 10:10(3) & 10:15(4)–Annual Review of Medical Testing Fees

  
     
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