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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE May 21, 2020
RECURRING QUARTERLY AGENDA ITEMS
August 27, 2020 February, 2021
• MassMutual Quarterly Plan Review • MassMutual Quarterly Plan Review
• MassMutual Quarterly Investment Review • MassMutual Quarterly Investment Review
• Discussion of Survey Topics • Final Education Plan for Committee and Participants
• Education Policy Review • Plan Document Review
• Due Diligence – Special Services • Fiduciary Briefcase
• Next Calendar Year’s Meeting Schedule • NAGDCA Participation / Award Consideration
• Year End Budget Report • RFP vs. Renegotiation
November 5, 2020 May, 2021
• MassMutual Quarterly Plan Review • Mass Mutual Annual Plan Review
• NFP Annual Investment Review • MassMutual Quarterly Investment Review
• Investment Policy Review • MassMutual Quarterly Plan Review
• 2021 Education Plan for Participants • Finalize NAGDCA conference attendees
• 2021 Education Plan for Committee • Provider Performance Review
• 2021 Meeting Dates • Budget / Workplan
• NAGDCA Highlights • Fund Balance Policy
• Cyber Security Update • Reserve Policy
Annual Retreat
