Page 3 - DCAC May 2024 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Agenda for May 23, 2024
CALL TO ORDER
ROLL CALL
ORDERS OF THE DAY
PUBLIC COMMENTS
TIME CERTAIN
1. 9:05am: Review and Discuss Past Crediting Issue in SAGIC Fund (Bob Gleason)
2. 9:45am: Review and Action Regarding Comparison of Empower’s Lifetime Income Score Versus
Remotiv and Approve Changes to Offerings, As Needed (Rick Rodgers)
CONSENT ITEMS
3. Approve Minutes from February 22, 2024 (Jay Castellano)
4. Affirmation of Plan Document Compliance (Bob Gleason)
OLD BUSINESS
Empower
5. Update on Initial Liquidation of De Minimis Accounts (Bob Gleason)
6. Update on 2024 NAGDCA Award Nomination (Bob Gleason)
Innovest
7. None
NEW BUSINESS
Empower
8. Presentation of Abbreviated Quarterly Plan Review and Annual Plan Review (Bob Gleason)
Innovest
9. Presentation and Acceptance of Quarterly Investment Review (Nancy Rimington)
10. Review and Discuss Results of Annual Evaluation of Recordkeeper (Brett Minnick)
11. Education Session: Investment Fundamentals (Brett Minnick)
12. Legislative Updates (Brett Minnick)
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