Page 24 - DCAC November 2024 Files

Presented investing fundamentals for Committee members
Committee approved the following optional SECURE 2.0
Domestic Violence Distributions
Terminal Illness Distributions
Approved Committee By‐laws.
2024 (continued)
provisions:
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Provided an overview of Following and Documenting a Prudent
Issued a Request for Proposal for recordkeeping services of the
1Q meeting, the Vanguard 2070 target date fund will be added
Engaged independent stable value expert to review Empower's
as the HRA provider at a reduced fee of 0.19% and eliminated
Book Value and Market Value interest crediting resolution, after confirmation form an
Assisted the transition of the money purchase pension 401(a)
to Empower effective March 23, 2023.
County's HRA Plans which resulted in the retention of Aviben
Innovest presented the annual share class review during the
History with the County of San Mateo
Presented rollover provider options, Committee decided to
Conducted fiduciary education for the most recently added
market value and book value interest calculations for the
Created a DCAC committee level education plan for 2024.
Presented the annual fee review and share class review.

Innovest’s plan at MissionSquare the monthly per participant fee. Presented fiduciary education. Process. Provided an overview of Collective Investment Trusts. committee members. utilize Empower for this service. Committee approved the revised IPS. to the plan, effective December 4, 2024. SAGIC fund. The DCAC accepted Empower's independent stable value fund expert.

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