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Time to share pension investment success

Weekly Update, February 20, 2026: It is high time for the great investment success of our public retirement systems to be more equitably shared with retirees, for whose benefit our retirement trust funds exist. Gaining 12.6% in 2025, the Commonwealth’s Pension Reserves Investment Trust (PRIT) Fund, which not only invests the pension funds of the State and Teachers’ Retirement Systems but also some if not all assets of the 102 local retirement systems, ended the year with over $123 billion in assets. The PRIT Fund also exceed the 7% assumed rate of return in 2023 (11.4%) and 2024 (9.6%), posting an 11% three-year and an 8.83% ten-year average. News of a third consecutive banner year of investment returns coincides with the recently released report of the Special COLA Commission, which recommended improvements to the cost-of-living adjustment as well as the establishment of a new COLA Reserve Fund whereby a portion of excess investment returns would be dedicated to funding COLA improvements. The Commission recommends that 10% of excess investment gains be set aside to pay for future COLA improvements. If the methodology is applied to PRIT’s 2025 returns, which saw a total excess gain of some $4.679 billion in State/Teacher pension assets, $468 million would be generated to fund COLA improvements such as the establishment of a new Enhanced COLA benefit for long-term retirees and an increase in the traditional COLA base. Mass Retirees is nearing completion of legislation that would turn the Commission’s recommendation into law. Association officials are now meeting with legislative leaders and Healey Administration officials to finalize the proposal, which we are working to pass into law in 2026. Mass Retirees members should look to our Weekly Update email for full details. The Weekly Update is emailed to all Mass Retirees members, for whom we have a valid email address, every Friday morning at 6:00 AM. If you are not currently a member of the Mass Retirees Association, please join today using the links below. Given the fight public retirees now face, maintaining a strong well-informed membership is more important than ever. The financial security and peace-of-mind of retired Massachusetts public employees depends on it! Founded in 1968, Mass Retirees is a private statewide nonprofit membership association advocating on behalf of ALL retired Massachusetts public employees and surviving spouses. If you are a retired Massachusetts public employee, but not currently a member, please join today at https://massretirees.com/new-members-... We also offer an Associate Membership option to allow active public employees nearing retirement age to subscribe to our Weekly Update, newsletter, and other informational resources that will keep you well informed and help you better prepare for your future retirement. Subscribe today at https://massretirees.com/subscribe/