Retirement Fund Reports

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.
An update on the progress in implementing the Project 2020 Strategic Plan as of July 2020
A one page overview of the Retirement Fund’s financial position as of 12/31/2019.
A road map for the MBTA Retirement Fund for the years to come
The Interim-Executive Director’s overview of the Retirement Fund’s response to the COVID-19 pandemic.
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.
The Retirement Fund Board of Trustees’ statement in response to the FTI Report. This statement provides a summary of the FTI report.
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.
A one page overview of the Retirement Fund’s financial position as of 12/31/2018.
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.