Page 126 - DCAC May 2023 Files
P. 126

Q1 2023 Educational Meeting Results









                                                             In-person           Individual                            Participant Action
                                                             Group               One-on-one
                                  Date         Location
                                                             Meeting             Session                           Salary     Asset
                                                             Attendees           Attendees              Sign-up   Deferral   Allocation  Consolidate  LIS


                                  JAN              8                 61                   19              61         8         10        10        16
                                   FEB            19                 38                   78              38        24         45        39        50

                                  MAR             21                 33                   71              33        20         33        27        51

                                  Total           46                112                  168             132        52         88        76        117







                               Additional Special Services

                                          Pre-Retirement Eligibility Reports                                                      5


                                            Pre-Retirement Eligibility Use                                                        5

                                              Service Credit Purchases:                                                           5



                              * Based on reports from County Benefits and SamCERA, may not match transactional data








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