Annual Meeting Materials and Communications

2025

April 2025 Committee Agenda - 457(b)

The March 7, 2025, meeting was cancelled and rescheduled to April 4, 2025. All Materials remain the same, only the agenda was updated to the new date.

March 7, 2025, Cancellation Notice
March 2025 Committee Agenda - 457(b)

Item 2 - 457(b) DC Advisory Committee Meeting Minutes 12.6.24
Item 9 - Parnassus Core Equity Fund Presentation
Item 10 - Fidelity Q4 2024 Deferred Compensation Plan Review
Item 11 - Fidelity County of Sacramento Investment Review
Item 12 - NWCM 457(b) Plan Highlights & Key Observations
Item 13 - NWCM Target Date Funds - Fiduciary Review
Item 14 - Finance Q4 2024 Perfromance Update Watch List
Item 15 - Finance Defined Contribution Plans Portfolio Analysis for Year Ended December 31, 2024

2024

December 2024 Committee Meeting Agenda - 457(b)

Item 2 - 457(b) DC Advisory Committee Meeting Minutes 9.27.24
Item 9 - J.P. Morgan - Equity Income - R6 Share Presentation
Item 9 - J.P. Morgan - Small Cap Equity - R6 Shares Presentation
Item 10 - NWCM - Quarter 3 2024 Plan Highlights and Key Observations
Item 11 - Department of Finance - Quarter 3 2024 Quarterly Performance Update
Item 12 - Department of Finance - Defined Contribution Plans Performance Analysis for Year Ended September 30, 2024

September 2024 Committee Meeting Agenda - 457(b)

Item 3 - 457(b) DC Advisory Committee Meeting Minutes 6.14.23
Item 5F - Deferred Compensation Annual Report Presentation
Item 6A - Fidelity Deferred Compensation Plan Review
Item 6B Revised - Fidelity Workplace Managed Account Presentation
Item 7A - NWCM 457(b) Plan Highlights and Key Observations
Item 8A - Department of Finance Quarter 2 Performance Update Watch List
Item 8B - Department of Finance Defined Contribution Plans Portfolio Analysis for Year Ended June 30, 2024

June 2024 Committee Meeting Agenda - 457(b)

Item 3 - 457(b) DC advisory committee meeting minutes 3.8.23
Item 6 - Vanguard Target Retirement Funds and Trusts - Quarter 1 2024 update
Item 7A - Sacramento County 457(b) Plan Highlights & Key Observations - March 2024
Item 7B - Core Plus Bond Manager Search
Item 8A - Deferred Compensation Quarterly Perfromance Update for the Quarter Ending March 31, 2024
Item 8B - Sacramento County Defined Contribution Plans Performance Analysis For Year Ended March 31, 2024

March 2024 Committee meeting agenda - 457(b)

Item 3 - 457(b) DC advisory committee meeting minutes 12.1.23.pdf
Item 6A - County of Sacramento 457b plan 03-08-24 Deferred Compensation Plans Advisory Committee Meeting Final.pdf
Item 6B - COUNTY OF SACRAMENTO Investment trends 3-08-24 committee meeting InvRv_514285_022824_022824_0356.pptx - Read-Only.pdf
Item 7 - Sacramento 457(b) 12.31.23 Report.pdf
Item 8A - 23-12 Quarterly Notice.pdf
Item 8B - DC-23-12ALL.pdf

March 2024 Committee meeting agenda - 401a

Item 5A - County of Sacramento 401a plan 03-08-24 Deferred Compensation Plans Advisory Committee Meeting.pdf
Item 5B -COUNTY OF SACRAMENTO Investment trends 3-08-24 committee meeting InvRv_514285_022824_022824_0356.pptx - Read-Only.pdf
Item 6 - Sacramento 401(a) 12.31.23 Report.pdf
Item 7A - 23-12 Quarterly Notice.pdf
Item 7B - DC-23-12ALL.pdf

March 2024 Committee meeting agenda - RHSP

Item 5 - County of Sacramento RHSP 2023 Plan Review.pdf
Item 6 - Sacramento RHS 12.31.2023 Report.pdf
Item 7 - RHSP-23-12PR.pdf

2023

December 2023 Committee meeting agenda
September 2023 Committee meeting agenda
June 2023 Committee meeting agenda
March 2023 Committee meeting agenda

457b
401a
RHSP

2022

December 2022 Committee meeting agenda
September 2022 Committee meeting agenda
June 2022 Committee meeting agenda

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Annual Meeting Materials and Communications