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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE May 26, 2022
County Staff
12. 2022-23 Budget
A. Review and Approve Fund Balance and Reserve Policies (Jay Castellano)
B. Review and Approve 2022-23 Budget (Jay Castellano)
13. Approval of 2022 NAGDCA Conference Attendees—In-person & Virtual (Jay Castellano)
14. Approval to Review Investments on Behalf of AFSCME’s New Retiree Health
Reimbursement Account (Jay Castellano)
15. Legislative Updates (Gordon Tewell and Bob Gleason)
INFORMATIONAL ITEMS
Empower
16. NAGDCA Leadership Award Nominations (Armando Llanes)
17. 2021 Annual Letter from Empower (Bob Gleason)
18. Fund Change Communications (Bob Gleason)
Innovest
19. INNOVIEWS, Spring 2022 (Wendy Dominguez)
County Staff
20. New County Website for Boards & Commissions: https://www.smcgov.org/bnc
21. Upcoming Meeting Dates
A. Thursday, August 25, 2022
B. Thursday, November 3, 2022
C. Thursday, February 23, 2023
D. Thursday, May 25, 2023
NEXT MEETING AGENDA ITEMS
22. Next Steps in Investment Menu Analysis (Kyli Soto)
A. Sector or Specialty Funds (August 2022)
B. International/Global Funds (November 2022)
C. Target-Date Funds Deep-Dive (February 2023)
ADJOURNMENT
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