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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes from August 25, 2022
County Staff
13. Approval of 2022 NAGDCA Conference Attendees (Jay Castellano)
A motion was made to approve the updated list of NAGDCA conference attendees for
whom expenses will be authorized to include Member Finnegan and Member Wilson (if
she chooses to attend).
M/S/C Love/Wilson/8-0 Motion approved by roll call vote.
INFORMATIONAL ITEMS
Innovest
14. INNOVIEWS, Summer 2022
County Staff
15. Upcoming Meeting Dates
A. Thursday, November 3, 2022
B. Monday, December 12, 2022 (Retreat)
C. Thursday, February 23, 2023
D. Thursday, May 25, 2023
E. Thursday, August 24, 2023
NEXT MEETING AGENDA ITEMS
16. Next Steps in Investment Menu Analysis (Innovest)
A. Target-Date Funds Deep-Dive
A. ESG Alternatives
B. Updates to the HRA Investment Options to Match the §457 Plan
C. Review of HRA Plan Fees
ADJOURNMENT
The meeting was adjourned at 12:23pm.
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