Page 2 - MayDefComp
P. 2
COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE May 27, 2021
OLD BUSINESS
3. Approval of Expenses for 2021 NAGDCA Conference Attendees (County, Jay Castellano)
4. Oral Update on MassMutual/Empower Contract Extension (County, Jay Castellano)
5. Oral Update on Status of RFP for Investment Consultant (County, Jay Castellano)
6. Oral Update on Submission of County Plan Information in Public Retirement Research
Lab Database (County, Jay Castellano)
7. Oral Update on Submission of Nomination for NAGDCA Leadership Award (County, Jay
Castellano, and Empower, Armando Llanes)
8. Review and Discuss Annual Survey Results (Empower, Bob Gleason and Armando
Llanes)
9. Oral Update on Implementation of Changes to Vanguard Target-Date Funds (Empower,
Bob Gleason)
NEW BUSINESS
10. Empower Reporting
A. Presentation of Quarterly Investment Review (Jeff Blanchard)
B. Presentation of Quarterly Plan Review (Bob Gleason)
C. Presentation of Annual Plan Review (Bob Gleason)
11. NFP Reporting
A. Review and Approve Provider Performance Review (Paul Hackleman)
12. Presentation of New MySamCERA Mobile App (Lilibeth Dames)
13. Review and Approval of 2021-22 Budget & Workplan (County, Jay Castellano)
A. Fund Balance & Reserve Policy
B. Budget & Workplan
14. Legislative Updates (NFP, Bill Tugaw, and Empower, Bob Gleason)
INFORMATIONAL ITEMS
15. Upcoming Meeting Dates
A. Thursday, August 26, 2021
B. Wednesday, October 27, 2021—Retreat
C. Thursday, November 4, 2021
D. Thursday, February 24, 2022
NEXT MEETING AGENDA ITEMS
ADJOURNMENT
2