Page 3 - DCAC September 2025 Files
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COUNTY OF SAN MATEO
           DEFERRED COMPENSATION ADVISORY COMMITTEE                                 Agenda for September 25, 2025


           CALL TO ORDER

           ROLL CALL

           ORDERS OF THE DAY

           PUBLIC COMMENTS

           TIME-CERTAIN ITEMS AT 8:35AM

           14.    Presentation and Discussion on Form 700 and Gift Policy (Sarah Trela)
           15.    Update and Discussion on Financial Wellness Program/Remotiv Platform (Kim Pearson)

           CONSENT ITEMS

           1.     Approve Minutes from May 22, 2025 (Jay Castellano)
           2.     Affirmation of Empower’s Performance of Special Services (Heather Smith)

           OLD BUSINESS

           Empower

           3.     Update on Initial Liquidation of De Minimis Accounts (Heather Smith)

           4.     Update on NAGDCA Award Nomination (Armando Llanes)

           5.     Update on Reinstatement of 2bps Administrative Reimbursement (Heather Smith)

           NEW BUSINESS

           Empower

           6.     Presentation and Acceptance of Full Version of Quarterly Plan Review (Heather Smith)

           7.     Review and Approval of 2025-26 Education Policy (Heather Smith)

           8.     Review and Approval of 2025-26 Annual Survey (Armando Llanes)

           Innovest

           9.     Presentation and Acceptance of Quarter 2 Investment Review (Rick Rodgers)

           10.    Presentation and Acceptance of Annual Fee Review (Rick Rodgers)

           11.    Fiduciary Education Sessions (Rick Rodgers)
                  A.     Completing the Journey—Considerations for Post-Employment
                  B.     Collective Investment Trusts





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