Page 8 - DCAC August 2024 Files
P. 8
COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes for May 23, 2024
OLD BUSINESS
Empower
5. Update on Initial Liquidation of De Minimis Accounts (Bob Gleason)
The DCAC accepted this presentation.
6. Update on 2024 NAGDCA Award Nomination (Bob Gleason)
The DCAC accepted this presentation.
Innovest
7. None
NEW BUSINESS
Empower
8. Presentation of Abbreviated Quarterly Plan Review and Annual Plan Review (Bob
Gleason)
The DCAC accepted this presentation.
Innovest
9. Presentation and Acceptance of Quarterly Investment Review (Nancy Rimington)
The DCAC approved this presentation. As a result, staff was directed to prepare a
recommendation for the August 22 DCAC meeting to add the 2070 Target Date Fund to
the County’s portfolio.
M/S/C Love/Okada/5-0
10. Review and Discuss Results of Annual Evaluation of Recordkeeper (Brett Minnick)
The DCAC accepted this presentation.
11. Education Session: Investment Fundamentals (Brett Minnick)
This item was deferred to the August 22 meeting.
12. Legislative Updates (Brett Minnick)
The DCAC accepted this presentation.
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