PERAC Memo #46 - 2001: Calendar Year 2001 Annual Statements
Calendar Year 2001 Annual Statements
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PERAC Memo #46 announces the requirements and support available for completing the Calendar Year 2001 Annual Statement, which must be signed and returned to PERAC by May 1, 2002, with a designated auditor providing technical assistance to each board. Boards should also submit their pre-closing cashbook and trial balance for December 2001 by February 28, 2002. Administrators are invited (though not required) to register early for optional training sessions offered at various locations in January and February using the enclosed registration form.
Full Text
PERAC MEMO #46
M E M O R A N D U M TO: All Retirement Boards FROM: Kevin P. Blanchette, Deputy Executive Director of Operations RE: Calendar Year 2001 Annual Statements
DATE: December 19, 2001
Once again, it is time for the preparation of the Annual Statement, which must be completed, signed, and returned to the Public Employee Retirement Administration Commission (PERAC) by May 1, 2002. One of our Auditors will be assigned to work with you to provide technical assistance as needed. The auditor assigned to your board will contact you within the next two weeks.
This year, we have been invited again to make a presentation about completing the Annual Statement during the N.E. Secretaries’ Meeting in Lynn on January 15, 2002. As in the past, we will hold classes later in January and February for retirement board administrators on this topic at the Plymouth Public Library, the Framingham Public Library, the Inn at Northampton, PERAC’s office and, for the first time, the Visitors’ Center at the Fall River Heritage Park. I cordially invite you to attend one of these sessions.
Registration for these classes will be on a “first-come, first-served” basis. Because seating capacity is limited in each of the locations, it is important to register at your earliest opportunity, but no later than one week prior to a scheduled class, since that allows us sufficient time to make the necessary arrangements.
Attached you will find a PERAC Class Registration Form. Please make copies of the blank form for each person wishing to attend one of the classes. Upon receipt of your completed registration form, PERAC will, via fax, either confirm that a seat has been reserved for you, or advise you that seating capacity has already been reached. Unfortunately, anyone not pre-registered cannot be guaranteed a seat. In addition, if you find that you are unable to attend a class for which you have registered, please let us know at your earliest opportunity.
Also, please submit your pre-closing cashbook and trial balance for December 2001 to PERAC prior to February 28, 2002. If you encounter difficulties with this deadline, please contact me directly. Thank you for your cooperation in this year-end closing process.
We wish you, your staff, and Board members a very happy holiday season.