PERAC Memo #16 - 2026: 91A Prosper Tasks

PERAC MEMO #16 2026

M E M O R A N D U M TO: All Retirement Boards FROM: Bill Keefe, Executive Director RE: 91A Prosper Tasks

DATE: May 21, 2026

By now you should have noticed that you may have a 91A task in PROSPER if your board has a disability retiree who has failed to meet the filing requirements of the 2025 Annual Statement of Earned Income (91A form), pursuant to GL c. 32 §91A, or if your board has a member that has reported earnings in an amount that may require an adjustment to their disability retirement.

PERAC has already mailed a letter along with another 91A form to be completed by the retiree if they have not complied with the filing requirements for submitting the 2025 91A form.

It is now the responsibility of the retirement board to provide such member with written notice and an opportunity to be heard by the retirement board. In the event of termination of benefits following such hearing, the member shall have the right to appeal such action to the Division of Administrative Law Appeals (“DALA”).

PROSPER will prompt you to take Termination Action until a response is received through
PROSPER. Once a member complies or if their status changes you will be able to view the update in PROSPER, but you will not receive a notification.

Also, you will soon start to receive tasks titled Salary Verification which will be visible in
PROSPER. Currently, we are asking your board to obtain the annual 2025 current salary, as well as retirement allowance figures.

Once figures are obtained you will be required to respond to the PROSPER task. To do this, you must click on each retiree, or export the list to a CSV file, and enter the 2025 annual pension, annuity and current salary amounts, as well as the dependency and workers compensation offset amount, if applicable. The Veterans and COLA amounts should be included in the annual pension amount. Once you are finished with the exported file, you should save it so it may be uploaded back into PROSPER.

M E M O R A N D U M - Page Two TO: All Retirement Board FROM: Bill Keefe, Executive Director RE: 91A Prosper Tasks DATE: May 21, 2026

Once all the figures are entered, click on the submit button, and PROSPER will do the calculation to determine if the retiree is within their allowable earnings. If, after you hit submit and learn that the figures are incorrect, you must contact Sandra King to make any changes.

If the retiree has exceeded their allowable earnings PERAC will send the retiree an Excess
Earnings letter. Once PERAC generates the Excess Earnings letter your board will receive a task through PROSPER notifying you of the excess. The boards will also need to provide notice to the retiree that they have exceeded their allowable earnings. If a refund is due to the retirement system, the retiree's allowance will be suspended until the amount owed is recovered, starting with the next monthly pension benefit. If a hearing is requested by said member(s), the process should be
completed so that refunds would commence with the next pension benefit. All documents needed for hearings are now viewable to the boards through PROSPER.

Your board must reply to the PROSPER task of the action taken about the member having excess earnings. You will also be given the option to upload a copy of the notification that your board will send your member. Please do not upload any tax documents, only board correspondence.

Thank you for your cooperation regarding this process. If you have questions or need any
assistance in entering the figures into PROSPER, please contact Sandra King at
Sandra.E.King@Mass.gov.

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