401k/457 Single Provider RFP

FROM 12/19/2018 8:30 AM TO 12/19/2018 9:30 AM

City Hall, Treasury Conference Room, Suite 330

The second in a series of meetings to discuss changes/decisions affecting Investment Options.

Date:   December 19, 2018
Time:   8:30 a.m.
Place:  City Hall, Treasury Conference Room, Suite 330

Second meeting Agenda to further discuss and review various investment option decisions affecting both 401k and 457 Plans:

  • Seek consensus on general principles relating to the lineup/menu of options.
    • # of options overall, active and passive, asset classes offered, etc.
  • Target Date Fund discussion and potential decision.
    • TRP vs. American Funds
  • US, non-US, and global equity menu.
    • Particular focus on small cap options.
    • Streamline options and add passive options.
    • Discuss sector-specific options and their suitability.

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