Page 5 - DCAC Feb 2026 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Agenda for February 26, 2026
ADJOURNMENT 12:45pm
RECURRING QUARTERLY AGENDA ITEMS
Q1 MEETINGS Q3 MEETINGS
• Empower Affirmation of Plan Document • Due Diligence – Special Services
Compliance (annual) • Empower Quarterly Plan Review—Full Report of
• Empower Quarterly Plan Review—Full Report of Q2
Q4 • Innovest Quarterly Investment Performance
• Innovest Quarterly Investment Performance Review of Q2
Review of Q4 • Innovest Annual Fee Review
• Final Education Plans for Committee and for • Education Policy Review (annual)
Participants • Annual Survey: Discuss, provide direction on
• NAGDCA Participation/Award Consideration next survey
• Investment Policy Review (annual)
• Annual Survey: Review, discuss survey results
Q2 MEETINGS Q4 MEETINGS
• Empower Quarterly Plan Review—Abbreviated • Cyber Security Review (annual)
Report of Q1 • Empower Quarterly Plan Review—Abbreviated
• Innovest Annual Share Class Review Report of Q3
• Empower Annual Plan Review • Innovest Quarterly Investment Performance
• Innovest Quarterly Investment Performance Review of Q3
Review of Q1 • NAGDCA Highlights
• Finalize NAGDCA conference attendees • Annual Survey: Review, approve survey
• Recordkeeper Performance Review • Updates on SECURE 2.0 Opportunities
• Budget / Workplan • Approval of Annual Retreat Agenda
• Fund Balance Policy
• Reserve Policy
• Annual Survey: Include workplan items in new
budget, as appropriate
QUARTERLY FIDUCIARY TRAININGS ANNUAL PLANNING RETREAT
• Q1 Lesson From the Courtroom • Review of Prior Year Accomplishments
• Q2 Overview of Retirement Income Products • Fiduciary Education Session(s)
• Q3 Investing Fundamentals • Next Year’s Education Plan for Participants,
• Q4 Intermediate Investing Non-Participants
• Next Year’s Education Plan for DCAC
• Goals and Objectives
̶ Past Year’s Performance Review
̶ Next Year’s Targets and Priorities
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