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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE February 25, 2021

NEW BUSINESS

3. Empower Introductions (Bob Gleason)
A. Dan Morrison, Sr. Vice-President
B. Una Morabito, Executive Sponsor
C. Dan Gargan & Bill Thornton, SAGIC

4. Empower Reporting
A. Presentation of Quarterly Investment Review (Jeff Blanchard)
B. Presentation of Quarterly Plan Review (Bob Gleason)
C. Annual Review and Approval of Plan Documents (Bob Gleason)

5. County Reporting on Program Participation—Auto-Escalation (County, Kim Pearson)

6. NAGDCA
A. Debrief of 2020 NAGDCA Connect (Connect Attendees)
B. Discussion on 2021 NAGDCA Conference Participation—September 12-15,
Phoenix, or Virtually or Both (DCAC)
C. Discussion of Ideas for Potential NAGDCA Award Nominations (DCAC)

7. Approval of Annual Plan Survey Policy and 2021 Survey (Empower, Bob Gleason, and
County, Jay Castellano)

8. Oral Update on Status of MassMutual/Empower Contract Extension (County, Jay
Castellano)

9. Oral Update on Status of RFP for Investment Consultant (County, Jay Castellano)

10. Oral Update on DCAC Retreat, March 16, 2021 (County, Jay Castellano)

11. Oral Update on County’s Conflict of Interest Resolution vis à vis DCAC (County, Jay
Castellano)

12. Legislative Updates (NFP, Bill Tugaw, and Empower, Bob Gleason)

INFORMATIONAL ITEMS

13. Meeting Dates in 2021 Dates
A. Thursday, May 27
B. Thursday, August 26
C. Wednesday, October 27—Retreat
D. Thursday, November 4

NEXT MEETING

ADJOURNMENT

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