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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE August 27, 2020
RECURRING QUARTERLY AGENDA ITEMS
November 5, 2020 May, 2021
• MassMutual Quarterly Plan Review • Mass Mutual Annual Plan Review
• NFP Annual Investment Review • MassMutual Quarterly Investment Review
• Investment Policy Review • MassMutual Quarterly Plan Review
• 2021 Education Plan for Participants • Finalize NAGDCA conference attendees
• 2021 Education Plan for Committee • Provider Performance Review
• 2021 Meeting Dates • Budget / Workplan
• NAGDCA Highlights • Fund Balance Policy
• Cyber Security Update • Reserve Policy
February, 2021 August 27, 2021
• MassMutual Quarterly Plan Review • MassMutual Quarterly Plan Review
• MassMutual Quarterly Investment Review • MassMutual Quarterly Investment Review
• Final Education Plan for Committee and Participants • Discussion of Survey Topics
• Plan Document Review • Education Policy Review
• Fiduciary Briefcase • Due Diligence – Special Services
• NAGDCA Participation / Award Consideration • Next Calendar Year’s Meeting Schedule
• RFP vs. Renegotiation • Year End Budget Report
Annual Retreat – October 28, 2020
