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Commonwealth of Massachusetts 457 Deferred Compensation Plan
The plan was established to provide before-tax and after-tax deferral options to eligible Commonwealth employees. Deborah B. Goldberg holds statutory...
Commonwealth of Massachusetts 457 Deferred Compensation Plan
The plan was established to provide before-tax and after-tax deferral options to eligible Commonwealth employees. Deborah B. Goldberg holds statutory responsibility for its oversight. David Lynch serves as Executive Director of Defined Contribution Plans and manages day-to-day administration. Investment choices center on the SMARTPath Target Date Funds series and the SMART Plan Real Estate REIT Fund. Both vehicles are domiciled in the United States. The plan maintains membership in the National Association of Government Defined Contribution Administrators. The Deferred Compensation Committee includes John Curran, Tom Magno, and Robert Sheridan. No additional offices or professional headcount figures are recorded. No operational events from the last 24 months appear in available records. Governance flows through the elected State Treasurer and an appointed committee structure rather than a private fiduciary board.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, Massachusetts, United States
Principals
Deborah B. Goldberg
Massachusetts State Treasurer and Receiver General
David Lynch
Executive Director of Defined Contribution Plans
John Curran
Member of the Deferred Compensation Committee
Tom Magno
Member of the Deferred Compensation Committee
Robert Sheridan
Member of the Deferred Compensation Committee
Sector focus
Frequently asked questions
Who runs investment decisions at the Commonwealth of Massachusetts 457 Deferred Compensation Plan?
Deborah B. Goldberg holds statutory oversight as Massachusetts State Treasurer. David Lynch serves as Executive Director of Defined Contribution Plans. The Deferred Compensation Committee, which includes John Curran, Tom Magno, and Robert Sheridan, provides additional governance.
Does the plan participate in fund commitments or only direct deals?
The plan offers participants access to commingled vehicles including SMARTPath Target Date Funds and the SMART Plan Real Estate REIT Fund. No direct co-investments or external fund commitments are disclosed.
Where does the underlying wealth come from?
Assets consist solely of employee salary deferrals. No private family wealth or endowment capital is involved.
How is the plan related to the Massachusetts State Retirement Board?
The Massachusetts State Retirement Board collaborates on enrollment and participant education for the 457 SMART Plan.
What investment stages or asset classes does the plan target?
The plan provides target-date funds and a mixed-use real estate REIT. No venture, private equity, or hedge fund allocations are recorded.
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