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Participant Enrollment Governmental 457(b) Plan Massachusetts Deferred Compensation SMART Plan Mandatory OBRA9896602Participant Informational NameFirst Semisocial Security NumberMailing AddressEMail
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01
Obtain a copy of the Massachusetts Deferred Compensation Plan enrollment form.
02
Provide your personal information including full name, address, social security number, and date of birth.
03
Indicate the percentage of your salary that you would like to contribute to the plan.
04
Choose your investment options from the available selections.
05
Review the completed form for accuracy and sign it.
06
Submit the form to the appropriate department or administrator for processing.

Who needs plan - massachusetts deferred?

01
Employees who want to save for retirement through a tax-advantaged plan.
02
Employers looking to offer their employees a way to save for retirement.
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Plan - Massachusetts Deferred is a retirement plan option available to employees in Massachusetts.
Employers in Massachusetts are required to file Plan - Massachusetts Deferred for their employees who choose to participate.
Plan - Massachusetts Deferred can be filled out by employers through the online portal provided by the state.
The purpose of Plan - Massachusetts Deferred is to provide employees with a retirement savings option that is easy to manage and tax-deferred.
Employers must report the contribution amounts made by employees, investment options chosen, and any employer match contributions.
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