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Massachusetts Deferred Compensation SMART Plan Template

Massachusetts Deferred Compensation SMART Plan Template

The Massachusetts Deferred Compensation SMART Plan is a voluntary retirement savings program for public employees in Massachusetts. It is used to enroll in the plan, adjust contributions, request withdrawals or update account details such as beneficiaries. It helps participants manage long-term retirement goals while staying in compliance with plan requirements.

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Massachusetts Deferred Compensation SMART Plan for enrollment, contribution changes or beneficiary updates

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Frequently asked questions

The Massachusetts Deferred Compensation SMART Plan is a retirement savings program offered to Massachusetts public employees. It allows participants to defer a portion of their salary into investment options for future retirement needs, with flexibility to adjust contributions and access funds upon separation.
Any eligible Massachusetts public employee who wants to enroll, modify their contribution rate, change investments or withdraw funds must complete this document. It also applies to those updating beneficiary information or transferring assets.
The completed document should be submitted to Empower Retirement, the plan’s record keeper. Forms can be mailed, faxed or uploaded through the participant’s Empower online account.

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