Page 8 - DCAC Feb 2026 Files
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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes for November 6, 2025
NEW BUSINESS
Empower
5. Presentation and Acceptance of Abbreviated Version of Quarterly Plan Review (Eric
Leavitt)
The DCAC accepted this presentation.
TIME-CERTAIN ITEM AT 10:20AM
6. Presentation and Acceptance of Annual Cyber Security Review (Trish McGinity)
The DCAC accepted this presentation.
7. Review and Approval of SECURE 2.0 Options (Eric Leavitt)
The DCAC accepted this presentation. No new or additional options were approved.
Innovest
8. Presentation and Acceptance of Quarter 3 Investment Review (Kyli Soto)
The DCAC accepted this presentation.
9. Update on Implementation of Recent Fund Changes (Rick Rodgers)
A. Replacement of Invesco Developing Markets Fund with DFA
Emerging Markets Core Equity 2
B. Elimination of American Funds Fundamental Investors Fund and
mapping of participants to Fidelity 500 Index Fund
The DCAC accepted this update.
10. Fiduciary Education Session: Target Date Deep Dive (Kyli Soto)
The DCAC accepted this presentation.
11. Legislative Updates (Rick Rodgers)
The DCAC accepted this presentation.
County
12. Debrief of 2025 NAGDCA Conference by Attendees
Conference attendees shared their highlights and experiences.
13. Review and Approval of DCAC Retreat Agenda (Jay Castellano)
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