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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE November 5, 2020
RECURRING QUARTERLY AGENDA ITEMS
February 25, 2021 August 26, 2021
• 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 27, 2021 November 4, 2021
• 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 • Cyber Security Update
