Page 11 - DCAC Feb 2026 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes for December 8, 2025
PUBLIC COMMENTS
1. Welcome (Lisa Okada)
2. Introduction (Jay Castellano)
A. Review of Agenda and Goals
B. Review of Prior-Year Accomplishments
DCAC & Participant Education
3. Fiduciary Education— Completing the Journey—Considerations for Post Employment
(Rick Rodgers, Tomas Jansson)
The DCAC accepted this presentation.
4. Presentation and Approval of 2026 Education Plan for DCAC (Rick Rodgers)
The DCAC accepted this presentation. The DCAC agreed on the following trainings for
its own 2026 Education Plan:
February 2026 Lessons From the Courtroom
May 2026 An Overview of Retirement Income Products
August 2026 Investing Fundamentals For Committee Members
November 2026 Intermediate Investing
5. Presentation and Approval of 2026 Education and Communication Plan for Participants
(Cynthia Egger and Armando Llanes)
The DCAC accepted this presentation and the 2026 Participant Education Plan.
Additional Planning & Discussion Topics
6. Presentation of 2026 Strategic Partnership Plan (Eric Leavitt)
The DCAC accepted this presentation.
7. Presentation and Acceptance of Investment Consultant
Self-Evaluation (Wendy Dominguez)
The DCAC accepted this presentation.
8. Discussion and Approval of Goals & Objectives (Wendy Dominguez)
A. 2025 Performance Review
B. 2026 Targets
The DCAC accepted this presentation. After edits, the final version of the 2025-26
Targets will be approved in the February 26, 2026, DCAC meeting.
ADJOURNMENT
The meeting was adjourned at 12:43pm.
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