Retirement Fund Reports
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Operational Review - MBTARF Benefits Department SOPs
An abbreviated version of the Operational Review of the MBTA Retirement Fund Benefits Department SOPs presentation that was originally delivered by Philip Y Brown to the Retirement Board on February 18, 2022. -
February 2022 - Project 2020 Strategic Plan Progress Report
An update on the progress in implementing the Project 2020 Strategic Plan as of February 2022 -
2021 Annual Report to the Board
The Interim Executive Director’s overview of the Retirement Fund’s operations in 2021 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees -
August 2021 - Project 2020 Strategic Plan Progress Report
An update on the progress in implementing the Project 2020 Strategic Plan as of August 2021 -
2021 Mid-year Report to the Board
The Interim-Executive Director’s overview of the Retirement Fund’s operations midway through 2021 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees. -
2020 Annual Report to the Board
The Interim Executive Director’s overview of the Retirement Fund’s operations in 2020 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees -
2020 Mid-year Report to the Board
The Interim-Executive Director’s overview of the Retirement Fund’s operations midway through 2020 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees. -
July 2020 - Project 2020 Strategic Plan Progress Report
An update on the progress in implementing the Project 2020 Strategic Plan as of July 2020 -
2019 Fund Snapshot
A one page overview of the Retirement Fund’s financial position as of 12/31/2019. -
Project 2020 Strategic Plan
A road map for the MBTA Retirement Fund for the years to come -
MBTARF COVID-19 Response
The Interim-Executive Director’s overview of the Retirement Fund’s response to the COVID-19 pandemic. -
2019 Annual Report to the Board
The Interim-Executive Director’s overview of the Retirement Fund’s operations in 2019 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees. -
2018 Annual Report to the Board
The Interim-Executive Director’s overview of the Retirement Fund’s operations in 2018 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees. -
2018 Fund Snapshot
A one page overview of the Retirement Fund’s financial position as of 12/31/2018. -
MBTARF Board Statement on FTI's Report
The Retirement Fund Board of Trustees’ statement in response to the FTI Report. This statement provides a summary of the FTI report. -
FTI Report
FTI Consulting Inc.’s independent review of the Retirement Fund’s audited financial statements for fiscal years 2011 through 2013. This report also concludes that publicly reported allegations regarding the Retirement Fund’s overvaluation of assets and under valuation of liabilities in its audited financial statements lacked merit.