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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE December 12, 2022
RETREAT ITEMS
1. Introduction (Jay Castellano)
2. Present Demonstration of New Empower Platform (Maria McPhee & Matt
McOsker)
3. Fiduciary Education
A. Presentation: Investment Fundamentals (Brett Minnick & Rick Rodgers)
B. Develop DCAC’s 2023 Fiduciary Education Program (Rick Rodgers)
4. Next Steps in Investment Menu Analysis (Innovest)
A. ESG Alternatives (Brett Minnick)
B. Review of HRA Plan Fees (Kyli Soto)
5. Develop 2023 Goals & Objectives (Wendy Dominguez)
A. Introduction & Background
B. Best Practice at Other Agencies
C. DCAC Discussion
D. Next Steps
6. Participant Distributions: Review of Checklist (Brett Minnick, Patrick
Washington)
7. Appoint Ad Hoc Committee Members for RHRA Request for Proposals (Jay
Castellano)
ADJOURNMENT
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