Page 10 - DCAC February 2023 Files

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes from November 3, 2022

ADDITIONAL STAFF ACTION ITEMS

• Update the Education Policy for posting (Bob)

• Submit the new Empower contract to the BOS for approval (Jay)

• Include the following in the Retreat agenda
A. Educate DCAC on ESG Alternatives (Wendy Dominguez)
B. Review of HRA Plan Fees (Kyli Soto)

• Correct spelling of Laurel Finnegan (not Lauren) in Item 13 memo (Jay)

• Schedule and coordinate orientation for Gina Wilson (Jay, Bob, Rick)

• Submit 2023-24 budget proposal for financial audit (Jay Castellano)

• Provide liability insurance evidence of coverage to DCAC (Jay Castellano)

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