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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE February 25, 2021
RECURRING QUARTERLY AGENDA ITEMS
February 24, 2022 August 26, 2021
• MassMutual Quarterly Plan Review • MassMutual Quarterly Plan Review
• MassMutual Quarterly Investment Review • MassMutual Quarterly Investment
• Final Education Plan for Committee and Review
Participants • Discussion of Survey Topics
• Plan Document Review • Education Policy Review
• Fiduciary Briefcase • Due Diligence – Special Services
• NAGDCA Participation / Award • Next Calendar Year’s Meeting Schedule
Consideration • Year End Budget Report
• Annual Survey: Review, approve draft • Annual Survey: Include workplan items in
survey new budget, as appropriate
May 27, 2021 November 4, 2021
• Mass Mutual Annual Plan Review • MassMutual Quarterly Plan Review
• MassMutual Quarterly Investment Review • NFP Annual Investment Review
• MassMutual Quarterly Plan Review • Investment Policy Review
• Finalize NAGDCA conference attendees • 2021 Education Plan for Participants
• Provider Performance Review • 2021 Education Plan for Committee
• Budget / Workplan • 2021 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
OCTOBER: Annual Retreat
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