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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE November 5, 2020
NEW BUSINESS
6. Annual Investment Review (NFP)
A. Review and Approve Investment Policy Statement
B. Presentation of Market Overview /Scorecard Methodology
C. Presentation of NFP Annual Investment Review
D. Presentation of Efficient Investment Menu
7. MassMutual Updates
A. Presentation of Quarterly Plan Review (MassMutual)
B. Update on MassMutual’s Acquisition by Empower (MassMutual)
C. 2021 Participant Communication and Education Plan (MassMutual)
8. Oral Update on Status of MassMutual Renegotiation (County)
9. Discussion of Topics for DCAC Retreat, March 16, 2021 (County)
10. Discussion of NAGDCA Connect (Connect Attendees)
11. Oral Update on Annual Plan Survey (County)
12. Oral Update on County’s Conflict of Interest Resolution vis à vis DCAC (County Counsel)
13. Appointment of Ad Hoc RFP Subcommittee for Investment Consultant (County)
14. Legislative Update (NFP and MassMutual)
INFORMATIONAL ITEMS
15. Meeting Dates in 2021 Dates
A. Thursday, February 25
B. Thursday, May 27
C. Thursday, August 26
D. Wednesday, October 27—Retreat
E. Thursday, November 4
