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Mateo County specifically (78% in 80 seconds). The
Committee discussed whether to invoke a penalty and
agreed that they would await the next performance
information as the survey did not show any
dissatisfaction by respondents regarding call-in
responsiveness. Paul mentioned that the next Provider
Performance Review would be in May and that there
would not be a full year of data at that time. Based on
the discussion, the Committee agreed that the Provider
Performance Review in May should exclude the phone
responsiveness which instead would be discussed in
August.
5. 2020 Participant Education Plan Patrick discussed NAGDCA Best Practices around
education and summarized the 2018 and YTD 2019
Education results. This review covered the specific
meetings and locations and departments where
education was offered. He then summarized the 2020
proposed education goals and tactics. Paul indicated
that given the Committee’s interest in the last meeting
regarding down market behavior and some education
tips that might help participants weather down market
cycles that some room should be left for these topics. It
appears there is sufficient opportunity for this topic to be
discussed based on what the Committee establishes
early in 2020. Patrick and Bob summarized and
discussed the Satisfaction Table used by MassMutual to
determine overall participant response to the education
sessions that are being offered and this table
demonstrates that the satisfaction is generally very good.
6. 2020 Committee Education Paul indicated that the Committee would be discussing
Retiree Communication Strategies and OBRA
investment options which could represent the education
for February. The CIT and style box options discussion
in May could represent that meeting’s education. He
recommended that the Committee wait until later in the
year to determine its educational preferences for the last
two quarterly meetings. The Committee agreed.
7. Target Date Fund Options / RFP Jay reminded the Committee that it had agreed to
pursue a custom TDF but that a RFP needed to be
developed to provide a fair and open process for
selecting an option. He indicated that Human Resources
