Page 7 - DCAC February 2024 Files

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes from November 2, 2023

ROLL CALL

Present Absent
Lisa Okada Gerimar JJ Tabbay
Tiffany Htwe Lilibeth Dames
Robert Raw Laurel Finnegan
Gabe Aponte Steve Perry
Gina Wilson Bridget Love

ORDERS OF THE DAY

The order of the agenda was accepted as is.

PUBLIC COMMENTS

None.

CONSENT ITEMS

1. Approve Minutes from August 24, 2023 (Jay Castellano)

A motion was made to approve the Consent Items.

M/S/C Raw/Aponte/5-0

PRESENTATION

2. Remotiv—Overview of Products & Services vis à vis Other County Financial Wellness
Programs
• Bobby Dughi, Chief Executive Officer
• Lee Tupper, Chief Technology Officer
• Brian Kim, Chief Operating Officer
• Hayden Lee, Client Success Manager

The DCAC accepted this presentation.

OLD BUSINESS

Empower

3. Review and Discuss Managed Accounts Metrics (Kelly Bush)
A. County My Total Retirement Report
B. How We Develop and Deliver Best-Interest Recommendations

A motion was made to resume the inclusion of the My Total Retirement managed
accounts program in Empower’s participant educational program in 2024. Using the
metrics displayed by Kelly Bush (and any new, relevant metrics), Empower will produce

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