This page, Compliance and Investments (PERAC), is offered by

Compliance and Investments (PERAC)

Information on public retirement system RFP notices, Compliance forms, and pertinent worksheets

Submit and view RFP notices, download Compliance Forms, and get general Compliance guidance for public retirement systems. The PERAC Compliance Unit is responsible for the regulatory oversight of the investment portfolios of the Massachusetts Public Retirement Systems. The Unit is responsible for reviewing investment exemption applications and supplementary regulation requests.

The Unit also oversees board member education.

What would you like to do?

Top tasks

View RFP Notices  Submit an RFP Posting Request 

All other tasks

Information for Vendors Responding to a Procurement Notice  Login to PROSPER  How to Complete a Pooled Fund Worksheet 

What you need to know

PERAC Compliance & Investments Forms  Compliance & Investments Unit Educational Material  PERAC Annual Reports  Tobacco Company Lists  Investment & Schedule 7 Fee Reports  Questions or Feedback?  

Upcoming Events

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More Information

Additional Resources

PERAC Compliance & Investment Guidelines & Memos
Subscribe to the PERAC Email List
Securities & Exchange Commission
Financial Industry Regulatory Authority (FINRA)
FINRA BrokerCheck
CFA Institute
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