Retirement

Latest updates

Veterans' Buyback:

To assist with promoting the Veterans’ Buyback opportunity that expires next August, PERAC has created the attached poster for boards to print and post in your offices or town halls. You can also distribute the poster electronically to your members and interested parties.

If you would like a printed version, please contact our Communications Unit and we will mail one to you.

MONTHLY PENSIONS:

Monthly pension checks will be mailed on the last Tuesday of the month. Funds for recipients who elected direct deposit will be deposited to accounts on the last Tuesday of the month.

W4-P Form

If you would like to update your taxes, please follow the link below for the updated 2024 W4-P form. Questions regarding the form should be addressed to your tax advisor.

2024 W4-P Form

Retirement help

We have information, resources, and tips to help guide you through the retirement process.

How the Boston Retirement System works

Learn more about public service retirement benefits.

Your retirement options

You collect benefits after you retire or leave your public service job.

Retirement forms

Find links to forms you may need before and after your retirement.

Retirement System contacts

We also put together a list of contacts if you have questions.

When you can expect your retirement check

Find out when we will send your next retirement check to you.

Upcoming meetings

Retirement Board meetings

When and where

The Boston Retirement Board holds its monthly meetings on either the third or fourth Wednesday of the month.

Our meetings start at 9:00 a.m. The meetings take place in Room 816 of Boston City Hall unless otherwise noted.

2024 meetings

January 17, 2024
February 21, 2024
March 20, 2024
April 17, 2024
May 15, 2024
June 18, 2024
July 17, 2024
August 21, 2024
September 17, 2024
October 16, 2024
November 25, 2024
December 18, 2024

Standard agenda

Convene meeting (introduction of members and guests)
Administrative session minutes of previous board meeting
Outstanding and ongoing administrative issues
Outstanding and ongoing investment issues
Outstanding and ongoing financial issues
Outstanding and ongoing operations issues
Outstanding and ongoing legal issues
Adjourn

Financials and investments

Financials

Financial Statements

Annual Statements

Performance Reports

Valuation reports

Request for Proposals

Response to RFP Questions 1.12.2024

Public Notice for City Record, Lawyers Weekly and PERAC (2024)

Legal Services RFP for Portfolio Monitoring and Securities Litigation with Appendix A & B ( July 1, 2022)

Legal Services RFP for 30A, DALA, and CRAB services and Appendix A to C (July 1, 2022)

RFP Actuarial and Consulting Services for Pension Benefits (August 30, 2022)

Living Wage Form 2 Actuarial RFP

Living Wage Form 8 Actuarial RFP

Form CM06 Certificate of Authority (For Corporations Only) Actuarial RFP

Form CM09 Contractor Certification Actuarial RFP

Form CM 10-11 Standard Contract Actuarial RFP

SCOPE OF SERVICES FOR CM10-11 Actuarial RFP

Form CM 15A Cori Actuarial RFP

Form CM 15B CORI Actuarial RFP

Form CM 15B Actuarial RFP

Form CM 16 Wage Theft Prevention Actuarial RFP

More resources

Resources

Retirement guide for pre-April 2, 2012, members

Retirement guide for post-April 1, 2012, members

Social Security waiver form

Mass. General Laws on Retirement Systems and Pensions

Additional public employee retirement guides

Waiver of earning restrictions during CY21 while under COVID-19 emergency

Commission Info

Department:

Retirement Board
Stipend:

Yes
Total Seats:

5

Resources:

Boards and commissions information

Current members

Member	Appointed	Expires	Status
Karen T. Cross	10/1/2023	9/30/2026	Active
Michael D. O'Reilly	10/1/2023	9/30/2026	Active
Thomas Jackson	1/15/2024	1/15/2027	Active
Daniel Greene	1/25/2021	3/13/2023	Active
Scott Finn	4/1/2024		Active