Page 2 - MayDefComp

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE May 21, 2020

• Rollover Checklist – Column on Funds Left with Plan (MassMutual)

5. Approve 2020 NAGDCA Conference Attendees (NFP)

6. Accept Provider Performance Review (NFP)

7. Update on Electronic Enrollment (MassMutual)

8. Appoint Subcommittee for MassMutual Contract Re-Negotiation vs. RFP

9. Update on Fiduciary Briefcase Status

• Award Submission
• Content
• Feedback from Committee

10. Update on Committee Governance

• Form 700 / Appointment of Sub-Committee

11. Discuss and Approve Retreat Date and Content

• Efficient Portfolio
• CIT Comparison
• Other Items?

INFORMATIONAL ITEMS

12. Change in Managed Account Service Provider / Retire Smart

13. Legislative Update / SECURE Act (NFP and MassMutual)

14. Status of Fund Changes (All)

• Small Cap CIT (Return of 1.69%)

15. Status of Down-Market Communication

16. Other Issues