Treasurer's Office

457 SMART Plan

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UMass

Commonwealth of Massachusetts 457 Deferred Compensation Plan
(SMART Plan)

Massachusetts Deferred Compensation SMART PLAN is a retirement savings, 457(b), deferred compensation plan. The plan allows employees to save and invest before tax dollar through salary deferrals. Great-West, on behalf of the Commonwealth of Massachusetts, serves as the third-party administrator and record-keeper for the SMART Plan. University employees may contribute up to the maximums for both the University's 403(b) Plan and the SMART Plan. Please click here for a brief comparison of 457(b) and 403(b) plans.

Visit www.mass-smart.com or call 877-457-1900 for more information on the SMART Plan. You may also contact your local SMART Plan representative below for more information.

 Smart Plan Representative
 Work Location
 Contact Number
 Ben Chayes  Amherst Campus  (860) 810-3989
 Walter Manning  Boston Campus, President's Office - Franklin Street  (508) 930-3893
 Vito DeSimone  Dartmouth Campus  (401) 439-3715
 Jim Begley  Lowell Campus  (781) 281-6060

 Eileen Neuburt

Worcester Campus, Worcester Campus - Auburn Location, South Street (Worcester and President's Office)  (508) 207-8656

For additional information you may also contact the University's Treasurer's Office at (774) 455-7586.

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