| Date
of Memo |
|
Memo
Number |
|
Title |
|
Chapter
32 |
| |
| |
| |
| 12/16/11 |
|
44 |
|
Taxation and Reporting Requirements Workbook, Form 1099R (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Form 1099R Overview Chart (PDF) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Taxation and Reporting Requirements Workbook (PDF) |
|
|
| |
|
|
|
|
|
|
| 12/21/11 |
|
43 |
|
840 CMR 10:10(3) & 10:15(4)–Annual Review of Medical Testing Fee |
|
|
| |
|
|
|
|
|
|
| 12/16/11 |
|
42 |
|
2011 Disability Retiree Data(Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
2011 Annual Statement of Earned Income New Member Data (PDF) |
|
|
| |
|
|
|
|
|
|
| 12/16/11 |
|
41 |
|
Mandatory Ethics Training |
|
|
| |
|
|
|
|
|
|
| 12/15/11 |
|
40 |
|
Same Sex Marriage Option Change
(Section 55 of Chapter 176 of the Acts of 2011)
(Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Sample Notice (PDF) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Section 55 (PDF) |
|
|
| |
|
|
|
|
|
|
| 12/15/11 |
|
39 |
|
Chapter 176/Contracts |
|
|
| |
|
|
|
|
|
|
| 12/09/11 |
|
38 |
|
Mandatory Retirement Board Member Training |
|
|
| |
|
|
|
|
|
|
| 12/08/11 |
|
37 |
|
Submitting Actuarial Data via SFED |
|
|
| |
|
|
|
|
|
|
| 12/08/11 |
|
36 |
|
Chapter 176 of the Acts of 2011: An Act Providing for Pension Reform and Benefit Modernization (Non-Governance Provisions)(Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Attachment to Memo 36 |
|
|
| |
|
|
|
|
|
|
| 12/02/11 |
|
35 |
|
Chapter 176 of the Acts of 2011: An Act Providing for Pension Reform and Benefit Modernization (Governance Provisions) |
|
|
| |
|
|
|
|
|
|
| 11/30/11 |
|
34 |
|
Placement Agent Policy (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Placement Agents Policy (Policy No.: 11-1) (PDF) |
|
|
| |
|
|
|
|
|
|
| 11/23/11 |
|
33 |
|
Regular Compensation |
|
|
| |
|
|
|
|
|
|
| 11/23/11 |
|
32 |
|
Age 70½ Distribution (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Sample 70½ Letter |
|
|
| |
|
|
|
|
|
|
| 11/16/11 |
|
31 |
|
Attorney General's Regulations on Remote Participation, 940 CMR 29.10 (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
The Open Meeting Law |
|
|
| |
|
|
|
|
|
|
| 10/26/11 |
|
30 |
|
Shift Substitution, Creditable Service and Regular Compensation (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Employer's Certification of Creditable Service and Regular Compensation in Connection with Shift Substitution (PDF) |
|
|
| |
|
|
|
|
|
|
| 10/21/11 |
|
29 |
|
Tobacco Company List |
|
|
| |
|
|
|
|
|
|
| 10/19/11 |
|
28 |
|
Post Retirement Limits on Public Employment in Massachusetts for Retirees of a Public Retirement System (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Retirement Earnings Worksheet (Excel) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Instructions for Using the Worksheet (PDF) |
|
|
| |
|
|
|
|
|
|
| 10/12/11 |
|
27 |
|
New Pension Fraud Prevention Poster (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
PERAC's Guide to Understanding and Preventing Pension Fraud (PDF) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Referral Report of Potential Fraud (PDF) |
|
|
| |
|
|
|
|
|
|
| 10/03/11 |
|
26 |
|
Appropriation Data Due October 31, 2011 (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
2011 Appropriation Data Questionnaire |
|
|
| |
|
|
|
|
|
|
| 09/23/11 |
|
25 |
|
Tobacco Company List |
|
|
| |
|
|
|
|
|
|
| 07/28/11 |
|
24 |
|
Mandatory Ethics Training and Open Meeting Law Distributions Reminders |
|
|
| |
|
|
|
|
|
|
| 07/19/11 |
|
23 |
|
Cost of Living Increase for Supplemental Dependent Allowance Paid to Accidental Disability Retirees and Accidental Death Survivors |
|
|
| |
|
|
|
|
|
|
| 07/14/11 |
|
22 |
|
Reinstatement to Service under G.L. c. 32 § 105 (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Application for Reinstatement to Service (PDF) |
|
|
| |
|
|
|
|
|
|
| 06/02/11 |
|
21 |
|
Notice of Potential Benefits Pursuant to G.L. c. 32, § 4(1)(h) (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Notice of Potential Benefits Pursuant to G.L. c. 32, § 4(1)(h) (PDF) |
|
|
| |
|
|
|
|
|
|
| 05/05/11 |
|
20 |
|
Vendor Expense Report (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
2009 Retirement Board
Professional Services Report (PDF) |
|
|
| |
|
|
|
|
|
|
| 04/12/11 |
|
19 |
|
Tobacco Company List |
|
|
| |
|
|
|
|
|
|
| 04/12/11 |
|
18 |
|
Investment Manager List |
|
|
| |
|
|
|
|
|
|
| 03/23/11 |
|
17 |
|
Investment Regulation Hearings |
|
|
| |
|
|
|
|
|
|
| 03/22/11 |
|
16 |
|
Taxation of a Lump Sum Distribution under Section 9 |
|
|
| |
|
|
|
|
|
|
| 03/04/11 |
|
15 |
|
Draft Investment Regulations |
|
|
| |
|
|
|
|
|
|
| 03/01/11 |
|
14 |
|
Boston Hous. Auth. v. Nat'l Conference of Firemen and Oilers, Local 3, No. SJC-10569 (Mass. October 22, 2010) & Chapter 21 of the Acts of 2009 |
|
|
| |
|
|
|
|
|
|
| 03/01/11 |
|
13 |
|
Systems Increasing COLA Base Pursuant to G.L. c. 32, §103(j) |
|
|
| |
|
|
|
|
|
|
| 02/14/11 |
|
12 |
|
2011 Limits under Section 23 of Chapter 131 of the Acts of 2010 |
|
|
| |
|
|
|
|
|
|
| 02/07/11 |
|
11 |
|
Data Verification for PERAC’s 2010 Annual Report |
|
|
| |
|
|
|
|
|
|
| 02/03/11 |
|
10 |
|
Video Presentation: How to Prepare the 2010 Annual Statement |
|
|
| |
|
|
|
|
|
|
| 01/19/11 |
|
9 |
|
Tobacco Company List |
|
|
| |
|
|
|
|
|
|
| 01/19/11 |
|
8 |
|
Investment Manager List |
|
|
| |
|
|
|
|
|
|
| 01/14/11 |
|
7 |
|
Calendar Year 2010 Annual Statements (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
| |
|
|
|
Sign Up Sheet for the Annual Statement Seminar (PDF) |
|
|
| |
|
|
|
|
|
|
| 01/14/11 |
|
6 |
|
Actuarial Data |
|
|
| |
|
|
|
|
|
|
| 01/13/11 |
|
5 |
|
Buyback and Make-up Repayment Worksheets Using Buyback Interest (Cover
Memo) |
|
|
| |
|
|
|
|
|
|
|
|
|
|
Instructions
for Manual Completion (PDF) |
|
|
| |
|
|
|
|
Repayment
Worksheet (PDF) |
|
|
| |
|
|
|
|
|
|
|
|
|
|
2011
Make-up Worksheet (PDF) |
|
|
| |
|
|
|
|
|
|
|
|
|
|
Cumulative
Interest Factors (PDF) |
|
|
| |
|
|
|
|
|
|
| 01/10/11 |
|
04 |
|
COLA Notice |
|
|
| |
|
|
|
|
|
|
| 01/10/11 |
|
03 |
|
2011 Limits under Chapter 46 of the Acts of 2002 |
|
|
| |
|
|
|
|
|
|
| 01/10/11 |
|
02 |
|
2011 Interest Rate set at 0.2% |
|
|
| |
|
|
|
|
|
|
| 01/05/11 |
|
01 |
|
840 CMR 10:10(3) & 10:15(4)–Annual Review of Medical Testing Fee |
|
|
| |
|
|
|
|
|
|
2011
MEMOS INDEX
Adobe Versions 
