401k/457 Single Provider RFP

FROM 1/3/2019 8:30 AM TO 1/3/2019 10:00 AM

City Hall, Treasury Conference Room, Suite 330

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

Date:   Thursday, January 3, 2018
Time:   8:30 a.m. to 10:00 a.m.
Place:  City Hall, Treasury Conference Room, Suite 330


Agenda Topics expected to be covered:

  • Non-U.S. Equity options
  • Fixed Income options
  • Other investment options (i.e., specialty funds
  • Review of participant #’s and $$$ invested in various current set of investment options within the 401k and 457
  • Review of participant #’s and $$$ invested in Managed Accounts, and possible further delineation if E.R. can access it
  • Review of participant #’s and $$$ invested in Self-Directed Brokerage Accounts (SDBA)

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