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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE August 26, 2021
RECURRING QUARTERLY AGENDA ITEMS
February 24, 2022 August 25, 2022
• Empower Quarterly Plan Review • Empower Quarterly Plan Review
• Empower Quarterly Investment Review • Empower Quarterly Investment Review
• Empower Quarterly Performance Update • Empower Quarterly Performance Update
• Final Education Plan for Committee and • Education Policy Review
Participants • Due Diligence – Special Services
• Plan Document Review • Next Calendar Year’s Meeting Schedule
• Fiduciary Briefcase • Annual Survey: Include workplan items in
• NAGDCA Participation / Award new budget, as appropriate
Consideration
• Annual Survey: Review, approve draft
survey
May 26, 2022 November 4, 2021
• Empower Annual Plan Review • Empower Quarterly Plan Review
• Empower Quarterly Investment Review • Empower Quarterly Performance Update
• Empower Quarterly Plan Review • NFP Annual Investment Review
• Empower Quarterly Performance Update • Investment Policy Review
• Finalize NAGDCA conference attendees • 2022 Education Plan for Participants
• Provider Performance Review • 2022 Education Plan for Committee
• Budget / Workplan • 2022 Meeting Dates
• Fund Balance Policy • NAGDCA Highlights
• Reserve Policy • Cyber Security Update
• Annual Survey: Review, discuss survey • Annual Survey: Discuss, provide direction
results on next survey
• 2021-22: Identify 2022 RFP Selection
Committee
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