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2011 PERAC Memos

These memos serve as the official guidance for Massachusetts Retirement Systems.

All memos released in the calendar year are listed below, along with any corresponding attachments. Please contact us if you need assistance.

View memos from other years.

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#2011/01: Annual Review of Medical Testing Fee (PDF 12.69 KB)

#2011/02: 2011 Interest Rate Set at 0.2% (PDF 12.22 KB)

#2011/03: 2011 Limits under Chapter 46 of the Acts of 2002 (PDF 12.58 KB)

#2011/04: COLA Notice (PDF 12.51 KB)

#2011/05: Attachment 1 - Cumulative Interest Factors for Buybacks/Make-Ups (PDF 44.8 KB)

#2011/05: Attachment 2 - Instructions to Manually Complete Repayment Worksheet (PDF 28.06 KB)

#2011/05: Attachment 3 - 2011 Make-up worksheet (PDF 23.59 KB)

#2011/05: Attachment 4 - Repayment worksheet for buybacks in 2011 (PDF 32.6 KB)

#2011/05: Buyback and Make-up Repayment Worksheets Using Buyback Interest (PDF 12.22 KB)

#2011/06: Actuarial Data (PDF 12.28 KB)

#2011/07: Calendar Year 2010 Annual Statements (PDF 14.45 KB)

#2011/08: Investment Manager List (PDF 21.16 KB)

#2011/09: Tobacco Company List (PDF 33.02 KB)

#2011/10: Video Presentation: How to Prepare the 2010 Annual Statement (PDF 13.01 KB)

Note: enclosure no longer available

#2011/11: Data Verification for PERAC's 2010 Annual Report (PDF 14.7 KB)

#2011/12: 2011 Limits under Section 23 of Chapter 131 of the acts of 2010 (PDF 12.36 KB)

#2011/13: Systems Increasing COLA Base Pursuant to G.L. c. 32, §103(j) (PDF 12.81 KB)

#2011/14: 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 (PDF 15.36 KB)

#2011/15: Draft Investment Regulations (PDF 15.87 KB)

#2011/16: Taxation of a Lump Sum Distribution under Section 9 (PDF 13.95 KB)

#2011/17: Investment Regulation Hearings (PDF 14.3 KB)

#2011/18: Investment Manager List (PDF 21.8 KB)

#2011/19: Tobacco Company List (PDF 33.36 KB)

#2011/20: Vendor Expense Report (PDF 12.74 KB)

#2011/21: Notice of Potential Benefits Pursuant to G.L. c. 32, § 4(1)(h) (PDF 13.06 KB)

#2011/22: Reinstatement to Service under G.L. c. 32 § 105 (PDF 12.5 KB)

#2011/23: Cost of Living Increase for Supplemental Dependent Allowance Paid to Accidental Disability Retirees and Accidental Death Survivors (PDF 12.06 KB)

#2011/24: Mandatory Ethics Training and Open Meeting Law Distributions Reminders (PDF 15.55 KB)

#2011/25: Tobacco Company List (PDF 22.84 KB)

#2011/26: Appropriation Data Due October 31, 2011 (PDF 15.09 KB)

#2011/27: New Pension Fraud Prevention Poster (PDF 13.38 KB)

#2011/28: Post Retirement Limits on Public Employment in Massachusetts for Retirees of a Public Retirement System (PDF 14.59 KB)

#2011/29: Tobacco Company List (PDF 24.19 KB)

#2011/30: Shift Substitution, Creditable Service and Regular Compensation (PDF 24.56 KB)

#2011/31: Attorney General’s Regulations on Remote Participation, 940 CMR 29.10 (PDF 18.19 KB)

#2011/32: Age 70½ Distribution (PDF 15.45 KB)

#2011/33: Regular Compensation (PDF 24.25 KB)

#2011/34: Placement Agent Policy (PDF 112.78 KB)

#2011/35: Chapter 176 of the Acts of 2011 (Governance Provisions) (PDF 25.54 KB)

#2011/36: Attachment - Sections of Chapter 176 of the Acts of 2011 (PDF 29.98 KB)

#2011/36: Chapter 176 of the Acts of 2011 (Non-Governance Provisions) (PDF 27.63 KB)

#2011/37: Submitting Actuarial Data via SFED (PDF 15.83 KB)

#2011/38: Mandatory Retirement Board Member Training (PDF 20.28 KB)

#2011/39: Chapter 176/Contracts (PDF 17.15 KB)

#2011/40: Attachment 1 - Sample Notice (PDF 23.64 KB)

#2011/40: Attachment 2 - Option Change for Same Sex Marriages (PDF 9.02 KB)

#2011/40: Same Sex Marriage Option Change (PDF 14.27 KB)

#2011/41: Mandatory Ethics Training (PDF 14.73 KB)

#2011/42: 2011 Disability Retiree Data (PDF 13.38 KB)

Note: enclosure no longer available

#2011/43: Annual Review of Medical Testing Fee (PDF 12.23 KB)

#2011/44: Attachment 1 - Taxation and Reporting Requirements Workbook (PDF 246.52 KB)

#2011/44: Attachment 2 - Form 1099R Overview Chart (PDF 166.37 KB)

#2011/44: Taxation and Reporting Requirements, Form 1099R Overview (PDF 12.07 KB)

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