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SAN MATEO COUNTY
DEFERRED COMPENSATION ADVISORY COMMITTEE
AGENDA – NOVEMBER 7, 2019 (11:00 AM– 3:00 PM)*
LOCATION: 2421 BROADWAY 3 RD FLOOR
Committee Members Appointed As…
Lisa Okada, Chair Human Resources Director Designee
Tiffany Htwe (alternate: Timothy San Juan) Tax Collector-Treasurer Designee
Bridget Love Non-Management Appointee
Laurel Finnegan Non-Management Appointee
Robert Raw Non-Management Appointee
Steve Perry Non-Management Appointee
Lilibeth Dames Management Appointee
Michael Wentworth Management Appointee
Victoria Mejia Management Appointee
Staff MassMutual NFP / SST Benefits
Kim Pearson Una Morabito Paul Hackleman
Marife Viola Bob Gleason Vince Learned
Jay Castellano Patrick Washington
*Lunch will be held at approximately 11:30 or 12:00
CALL TO ORDER / ANNOUNCEMENTS
1. Review and Approve August 22, 2019 Meeting Minutes
2. Public Comments
ACTION/DECISION ITEMS
3. Presentation of Quarterly Plan Review (MassMutual)
4. NAGDCA Highlights (NFP)
5. Update on Provider Performance Review Call-in Statistics (MassMutual)
6. 2020 Education Plan for Participants (MassMutual)
7. 2020 Education Plan for Committee (All)
8. Status of New Target-Date Fund Options RFP
(County)
