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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE May 26, 2022
RECURRING QUARTERLY AGENDA ITEMS
Q1 MEETINGS Q3 MEETINGS
• Empower Quarterly Plan Review • Empower Quarterly Plan Review
• Innovest Quarterly Investment • Innovest Quarterly Investment
Performance Review Performance Review
• Empower Affirmation of Plan Document • Education Policy Review
Compliance • Due Diligence – Special Services
• Final Education Plans for Committee and • Next Calendar Year’s Meeting Schedule
for Participants • Annual Survey: Include workplan items
• NAGDCA Participation/Award in new budget, as appropriate
Consideration
• Annual Survey: Review, approve survey
Q2 MEETINGS Q4 MEETINGS
• Empower Quarterly Plan Review • Empower Quarterly Plan Review
• Empower Annual Plan Review • Innovest Quarterly Investment
• Innovest Quarterly Investment Performance Review
Performance Review • Investment Policy Review
• Finalize NAGDCA conference attendees • Education Plan for Participants
• Recordkeeper Performance Review • Education Plan for DCAC
• Budget / Workplan • NAGDCA Highlights
• Fund Balance Policy • Cyber Security Update
• Reserve Policy • Annual Survey: Discuss, provide direction
• Annual Survey: Review, discuss survey on next survey
results
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