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Massachusetts
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SMARTPATH
SPECIAL NOTICE FOR SMART PLAN PARTICIPANTS

In an effort to ensure you have the most up-to-date records on file, please take the time to review your beneficiary information with the SMART Plan.  Your beneficiary designation filed with ING remains effective with the new service provider, Great-West Retirement Services.  However, it is important that you verify the beneficiary designation is correct or updated to ensure your assets will pass on as you intended.

Updating your beneficiary is quick and easy.  You have two choices:

Online- Click Account Access.  After logging in, go to My Profile > Update Beneficiary.

Paper- Click Find A Form.  Click on the appropriate Beneficiary Designation form.  Mail or fax the completed form to the address or fax number provided on the form.  You will receive a written confirmation after your beneficiary information has been updated.

If you have any questions, please call the SMART Plan Service Center at 1-877-457-1900 and press 0 for an operator.  Customer Service Representatives are available to assist you Monday through Friday from 9:00 AM to 8:00 PM ET.
   
TPC
   

It is every employee’s dream to retire in comfort after having worked many years. Participating in the Massachusetts Deferred Compensation SMART Plan may help provide that comfort and a more secure financial future.

With the SMART Plan, not only can you save and invest on a tax-deferred basis, but you also receive quality investment options, access to local representatives and call center support, free financial education and planning tools that help you better prepare for retirement.

If you are not yet a participant in the Plan, enrolling is easy. Click enroll now to learn more and take the next step. If you are already enrolled in the plan, consider increasing your contribution or fine-tuning your investment mix online in Account Access.

The SMART Plan offers a convenient way to build savings for your future while enjoying tax benefits today. Take advantage of this employee benefit-
Save Money And Retire Tomorrow.
   

Sincerely,

 
 
Timothy P. Cahill
SMART Plan Participant
State Treasurer & Receiver General
The Commonwealth of Massachusetts
 
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