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Retirement Fund Reports

The Executive Director’s overview of the Retirement Fund’s operations midway through 2026 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees.

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An overview of accomplishments and milestones achieved by MBTARF management from 2016-2026

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The Interim-Executive Director’s overview of the Retirement Fund’s operations midway through December 2025 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees.

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The Interim-Executive Director’s overview of the Retirement Fund’s operations midway through 2025 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees.

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The Interim Executive Director’s overview of the Retirement Fund’s operations in 2024 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees

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An update on the progress in implementing the Project 2020 Strategic Plan as of March 2024
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The Interim Executive Director’s overview of the Retirement Fund’s operations in 2023 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees
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Presentation of the MBTARF at the PERAC Emerging Issues Forum on September 21, 2023
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The Interim Executive Director’s overview of the Retirement Fund’s operations in 2022 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees
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An update on the progress in implementing the Project 2020 Strategic Plan as of February 2023
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The Interim-Executive Director’s overview of the Retirement Fund’s operations midway through 2022 (including accomplishments and a road map for the future) to the Retirement Fund Board of Trustees.
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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.
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