Page 16 - MayDefComp

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE February 24, 2022

ADDITIONAL ACTION ITEMS

• Agendize change of CITs on February 24 agenda (Innovest)
o Small cap value
o Small cap growth

• 2022 Participant Communication/Education Plan (Empower)
o Submit recommended plan on February 24 agenda
o Love: Add video medium when possible
o Pearson: Ensure ADA compliance on all medium

• 2022 DCAC Education Plan (Innovest)
o Submit recommended plan on February 24 agenda
o Draft 2022 education plan by quarter (Paul)
o Bob: Q2 training could include new Empower platform
o Bob: New Empower platform could integrate SamCERA data (???)
o Raw: Retain DCA assets in plan after retirement
o Raw: Collaborate with County communications whenever possible
o Love: Integrate “old” and “new”
o Love: More communication with EEs in workplace
o Pearson: Financial Wellness: Using existing tools, bridge gaps between where
EEs are at and where they want to be
o Finnegan: Changes coming with new Empower platform
o Finnegan: Changes coming with Innovest

• 2022 Annual Survey (Empower)
o Submit recommended survey instrument on February 24 agenda

• Migrate data from Fiduciary Briefcase to InnoVault (Jay)

6