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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE August 22, 2019
9. Oral Update on Implementation of Conflict of Interest Requirements for DCAC (County)
INFORMATIONAL ITEMS
10. Legislative Update (NFP and MassMutual)
11. 2020 Preliminary Dates – February 27, May 28, (change to May 21?) August 27, November
5,
12. Other Items / Issues (Down Market Communication – February, 2020
RECURRING QUARTERLY AGENDA ITEMS
February 27, 2020 August 27, 2020
• MassMutual Quarterly Plan Review • MassMutual Quarterly Plan Review
• MassMutual Quarterly Investment Review • MassMutual Quarterly Investment Review
• Final Education Plan for Committee and Participants • Discussion of Survey Topics
• Plan Document Review • Education Policy Review
• Fiduciary Briefcase • Due Diligence – Special Services
• NAGDCA Participation / Award Consideration • Next Calendar Year’s Meeting Schedule
• RFP vs. Renegotiation • Year End Budget Report
May 21, 2020 November 5, 2020
• 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
Biennial Retreat
