Page 9 - DCAC Nov 2025 Files

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes for September 25, 2025

The DCAC accepted this presentation.

County

14. Presentation and Discussion on Form 700 and Gift Policy (Sarah Trela)

This agenda item was heard time-certain at 8:35am.

15. Update and Discussion on Financial Wellness Program/Remotiv Platform (Kim Pearson)

This agenda item was heard time-certain at 8:35am.

16. Deferred Compensation Operational Update (Kim Pearson)

There were no updates for this meeting.

INFORMATIONAL ITEMS

Empower
17. None

Innovest
18. INNOVIEWS, Summer 2025
19. Retirement Report, Summer2025

County Staff

20. NAGDCA Conference, September 28-October 1 in San Diego, CA
21. Upcoming Committee Meeting Dates
A. Thursday, November 6, 2025
B. Annual Retreat, December 8, 2025
C. Thursday, February 26, 2026
D. Thursday, May 28, 2026

NEXT MEETING AGENDA ITEMS

• Financial Wellness Incentive Program—Plan Document, Budget
• Final Survey Instrument
• Vanguard Target-Date Funds CIT—Recommendation, Timeline

ADJOURNMENT

The meeting was adjourned at 1:03pm.

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