Page 4 - DCAC September 2025 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Agenda for September 25, 2025
12. Discussion and Approval of Investment Recommendations (Rick Rodgers)
A. Replace Invesco Developing Markets Fund with Emerging Markets Fund Search Book
B. Eliminate American Funds Fundamental Investors Fund; map participants to Fidelity 500
Index Fund
13. Legislative Updates (Rick Rodgers)
County
14. Presentation and Discussion on Form 700 and Gift Policy (Sarah Trela)
15. Update and Discussion on Financial Wellness Program/Remotiv Platform (Kim Pearson)
16. Deferred Compensation Operational Update (Kim Pearson)
INFORMATIONAL ITEMS
Empower
17. None
Innovest
18. INNOVIEWS, Summer 2025
19. Retirement Report, Summer 2025
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
ADJOURNMENT
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