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COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE November 4, 2021

OLD BUSINESS

4. None

NEW BUSINESS

5. Annual Investment Review (Vince Learned)
A. Review and Approve Investment Policy Statement
B. Presentation of Market Overview
C. Presentation of Scorecard Methodology
D. Presentation and Acceptance of Annual Investment Review

6. Empower Reporting
A. Presentation of Quarterly Plan Review (Bob Gleason)
B. Presentation of Quarterly Update on Call Response Performance (Bob Gleason)

7. Review and Approval of 2022 Participant Communication/Education Plan (Bob
Gleason)

8. Review and Approval of 2022 DCAC Education Plan (Paul Hackleman)

9. Annual Plan Survey
A. Review and Approve Annual Plan Survey Policy (Jay Castellano)
B. Review and Discussion of 2022 Plan Survey Questions (Jay Castellano)

10. Discussion, Feedback of NAGDCA 2021 Conference (Attendees)

11. Discussion, Feedback on October 27, 2021, DCAC Retreat (Jay Castellano)

12. Selection and Approval of 2022 Recordkeeping Request For Proposals Selection
Committee (Jay Castellano)

13. Legislative Updates (Bill Tugaw and Bob Gleason)

INFORMATIONAL ITEMS

14. Upcoming Meeting Dates
A. Thursday, February 24, 2022
B. Thursday, May 26, 2022
C. Thursday, August 25, 2022
D. Thursday, November 3, 2022

NEXT MEETING AGENDA ITEMS

ADJOURNMENT

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