Page 188 - DCAC May 2024 Files
P. 188
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to Empower effective March 23, 2023.
History with the County of San Mateo
Innovest’s Assisted the transition of the money purchase pension 401(a) plan at MissionSquare Presented the annual fee review and share class review. Issued a Request for Proposal for recordkeeping services of the County's HRA Plans which resulted in the retention of Aviben as the HRA provider at a reduced fee of 0.19% and eliminated the monthly per participant fee. Presented fiduciary education. Provided an overvie
2023 • • • • • • • 2024 • • •
