Page 4 - DCAC February 2024 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Agenda for February 22, 2024
13. Discussion of Issue in SAGIC Fund (Stephanie O’Dear and Bob Gleason)—DEFER
14. Liquidation of De Minimis Accounts
A. Update on Initial Liquidation of De Minimis Accounts and Future Workplan (Bob Gleason)
B. Discuss and Approve Selection of Default IRA Option for Liquidations (Rick Rodgers)
Innovest
15. Presentation and Acceptance of Quarterly Investment Review (Rick Rodgers, Brett Minnick)
16. Review and Approve the Investment Policy Statement (Brett Minnick)
17. Education Session: Lessons Learned from The Courtroom (Rick Rodgers)
18. Legislative Updates (Rick Rodgers)
INFORMATIONAL ITEMS
Innovest
19. INNOVIEWS, Fall 2023
20. INNOVIEWS, Winter 2023
21. Retirement Report, Winter 2023
County Staff
22. Upcoming Committee Meeting Dates
A. Thursday, May 23, 2024
B. Thursday, August 22, 2024
C. Thursday, November 7, 2024
D. Thursday, February 27, 2025
NEXT MEETING AGENDA ITEMS
• Review and Discuss Draft Bylaws
• Review and Discuss Features of Financial Technology Platforms—Remotiv and Empower’s Lifetime
Income Score
ADJOURNMENT
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