Page 4 - DCAC Nov 2025 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Agenda for November 6, 2025
9. Update on Implementation of Recent Fund Changes (Rick Rodgers) 11:25am
A. Replacement of Invesco Developing Markets Fund with DFA Emerging
Markets Core Equity 2
B. Elimination of American Funds Fundamental Investors Fund and
mapping of participants to Fidelity 500 Index Fund
10. Fiduciary Education Session: Target Date Deep Dive (Kyli Soto)
Break 11:35am
11. Legislative Updates (Rick Rodgers) 11:45am
County
12. Debrief of 2025 NAGDCA Conference by Attendees 11:55am
13. Review and Approval of DCAC Retreat Agenda (Jay Castellano) 12:10am
14. Deferred Compensation Operational Update (Kim Pearson) 12:25pm
INFORMATIONAL ITEMS 12:30pm
Empower
15. None
Innovest
16. INNOVIEWS, Fall 2025
17. Retirement Report, Fall 2025
County Staff
18. Upcoming Committee Meeting Dates
A. Annual Retreat, December 8, 2025
B. Thursday, February 26, 2026
C. Thursday, May 28, 2026
D. Thursday, August 27, 2026
E. Thursday, November 5, 2026
NEXT MEETING AGENDA ITEMS
ADJOURNMENT 12:35pm
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