Page 7 - DCAC May 2025 Files
P. 7
COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes for September 24, 2024
ROLL CALL
Present Absent
Lisa Okada Lilibeth Dames
Gerimar JJ Tabbay Steve Perry
Laurel Finnegan Bridget Love
Robert Raw
Gabe Aponte
ORDERS OF THE DAY
The agenda was accepted as is.
PUBLIC COMMENTS
None.
RETREAT ITEMS
1. Welcome & Introduction Lisa Okada & Jay Castellano
2. Discuss and Approve the Federally-Declared Disaster Bob Gleason
Provision of SECURE 2.0 (10 minutes)
A motion was made to approve adding SECURE 2.0’s Federally-Declared Disaster Provision to the
County’s plans.
Motion/Second/Carry: Finnegan/Aponte/7-0
DCAC & Participant Education
3. Fiduciary Education (60 minutes)
A. Target Date Fund Deep Dive Rick Rodgers
B. Fiduciary Education Essentials Tomas Jansson
The DCAC accepted this presentation.
4. Presentation and Approval of 2025 Education Plan Rick Rodgers
for DCAC (15 minutes)
A motion was made to approve the 2025 Education Plan for the DCAC, including the following
topics:
• Volatile Markets
• Lessons Learned from the Courtroom
• Completing the Journey—Considerations for Post-Employment
• Fiduciary Education (included in the Third Quarter Investment report)
Motion/Second/Carry: Finnegan/Tabbay/5-0
5. Presentation and Approval of 2025 Education Plan Empower Team
2
