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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE May 27, 2021

RECURRING QUARTERLY AGENDA ITEMS

February 24, 2022 August 26, 2021
• Empower Quarterly Plan Review • Empower Quarterly Plan Review
• Empower Quarterly Investment Review • Empower Quarterly Investment Review
• Final Education Plan for Committee and • Discussion of Survey Topics
Participants • Education Policy Review
• Plan Document Review • Due Diligence – Special Services
• Fiduciary Briefcase • Next Calendar Year’s Meeting Schedule
• NAGDCA Participation / Award • Year End Budget Report
Consideration • Annual Survey: Include workplan items in
• Annual Survey: Review, approve draft new budget, as appropriate
survey

May 26, 2022 November 4, 2021
• Empower Annual Plan Review • Empower Quarterly Plan Review
• Empower Quarterly Investment Review • NFP Annual Investment Review
• Empower Quarterly Plan Review • 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

OCTOBER 27: Annual Retreat

POTENTIAL TOPICS
• Retiree Education Plan (e.g., decumulation strategies)
• Preview of 2022 Request for Proposals
• Hybrid DCAC and participant meetings
• Empower technology capabilities
• Other topics in the following areas?
o Long-term strategy and planning
o Education
o DCAC development activities
o Retiree Education
o 2022 Recordkeeper Request for Proposals
o Demonstration of Empower Technology

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