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Massachusetts
Deferred Compensation
SMART Plan
 
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Articles
SMART Plan Update- Summer 2008 Newsletter (PDF)
In this issue: New call center open in Massachusetts - Where do I go for information & assistance? - Selecting a beneficiary: an important step
SMART Plan Update- Spring 2008 Newsletter (PDF)
In this issue: Keeping track of your SMART Plan account - How to read your new statement - Managed Account Service- Free Trial Period.
SMART Plan Update- Spring 2008 Newsletter (PDF)
Special edition for OBRA participants- temporary, seasonal or part-time employees participating in the SMART Plan.
Resources
Plan Overview (PDF)
This brochure includes specific information about the SMART Plan, as well as general information about the benefits of saving through the Plan.
OBRA/Part-time Information (PDF)
This information guide explains basic facts about OBRA/Part-time employees and the SMART Plan.
Two Paths to Investing for Retirement (PDF)
This brochure explains the SMART Plan's two paths to investing for retirement.
How Much Can I Contribute? (PDF)
This information guide explains how much you can contribute to the SMART Plan within IRS legal limits.

How to Access Your Account (PDF)
This information guide will show you how to access and make changes to your SMART Plan account.

The Cost of Waiting (PDF)
This information guide explains the potential benefits of participating in the SMART Plan.
Additional sites to help you plan for your retirement

Department of the State Treasurer, Timothy Cahill

Massachusetts State Board of Retirement

Social Security Administration
Bloomberg.com
Access financial information and news.

Morningstar.com
Access stock and mutual fund quotes, research reports and tools.

 
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