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San Mateo County
2019 Annual Performance Standard Report
On-Site Training A. Propose and schedule first year $500 for failure to provide Proposal within 90 days Per previous agreement Met Standard
on-site training sessions and proposed training and after fund transition and MassMutual will conduct training
content of training for decision- $500 for failure to provide education programs sessions as requested. The
makers and administrative four training sessions in quarterly thereafter. attached list of potential training 2020 Committee
personnel. any year of contract. topics was provided during the Q4 Education Topics.pd
2019 DCP Committee meeting.
Training B. Develop and schedule new $500 for failure to provide Provide half-day on-site Per previous agreement Met Standard
decision-maker training for training within specific training for identified MassMutual will conduct training
employer identified new Committee timeframe. new personnel within sessions as requested.
members or administrative staff. 30 days of notification
by County.
Educational C. After implementation, provide $1,000 for failure to Within 90 days after Educational seminars were Met Standard
Seminars mutually agreeable number of provide agreed-upon fund transition. provided throughout plan transition
educational seminars annually to number of on-site group period. Participant communication
participants. seminars. and education plan reviewed and
updated annually.
Newsletter D. After implementation, provide Annual $500 penalty for Quarterly Educational items provided Met Standard
newsletters to plan participants failure to provide electronically on the County’s
regarding plan benefits/issues. quarterly newsletters. website.
On-Site Meetings E. Provide representative on site for $1,000 per year if agreed- Included in previously Annually per mutual agreement with Met Standard
mutually agreeable number of days upon number of days is referenced Education the County and Deferred
per month to meet with plan not provided for 3 or more and Communication Compensation Committee.
participants. months. Plan on an annual
basis
Training F. Provide one half-day session per $250 per quarter if Quarterly Willing to provide with mutual Met Standard
quarter to employer decision- education sessions are consent from the County.
making and administrative not provided.
personnel on mutually agreeable
topics
4
