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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE February 27, 2020
7. Review and Approval of Communication to Plan Participants Regarding CITs and Other
Upcoming Changes to Investment Options Pursuant to Annual Performance Review on
November 7, 2019 (MassMutual)
8. Discuss and Approve Date for 2020 Retreat (Staff)
9. Discuss and Provide Direction to Staff/NFP Regarding Administration Services Agreement—
Extend Versus Request For Proposals (NFP)
INFORMATIONAL ITEMS
10. Presentation and Discussion of Conflict-of-Interest Requirements and Implementation for
DCAC (Paul Okada, County Counsel)—TIME CERTAIN AT 9:05AM
11. Presentation on Fiduciary Briefcase: Items to be Included in Briefcase (NFP)
12. Presentation and Discussion of SECURE Act (MassMutual and NFP)
13. Discuss NAGDCA Award Considerations (All)
14. Review Participant Materials Regarding Asset Allocations in Down Market (MassMutual)
15. Discuss Potential New/Additional OBRA Investment Options (Staff/MassMutual)
16. Legislative Update (NFP and MassMutual)
17. Other Items / Issues
RECURRING QUARTERLY AGENDA ITEMS
May 21, 2020 November 5, 2020
• Mass Mutual Quarterly Plan Review • MassMutual Quarterly Plan Review
• MassMutual Quarterly Investment Review • NFP Annual Investment Review
• Style Box Options 4 vs. 9 • Investment Policy Review
• CIT Comparisons • 2021 Education Plan for Participants
• Electronic Enrollment Status • 2021 Education Plan for Committee
• Finalize NAGDCA conference attendees • 2021 Meeting Dates
• Provider Performance Review • NAGDCA Highlights
• Budget / Workplan
• Fund Balance Policy
• Reserve Policy
• Status of New Target-Date Fund Options RFP
August 27, 2020 February 25, 2021
• MassMutual Quarterly Plan Review • MassMutual Annual Plan Review
• MassMutual Quarterly Investment Review • MassMutual Quarterly Investment Review
• Discussion of Survey Topics • Final Education Plan for Committee and Participants
• Education Policy Review • Plan Document Review
• Due Diligence – Special Services • Fiduciary Briefcase
• Next Calendar Year’s Meeting Schedule • NAGDCA Participation / Award Consideration
• Year End Budget Report • RFP vs. Renegotiation
• Phone Call Status – Performance Update
Biennial Retreat
