Personnel Services

2025

• December 2025 Committee Agenda - 457(b)​

  • Item 2 - 457(b) DC Advisory Committee Meeting Minutes 9.26.25
    
  • Item 12 - NWCM - 457(b) Plan Highlights & Key Observations
    
  • Item 13 - Finance - Quarterly Performance Update for the Quarter Ending September 30, 2025 (Watch List)
  • Item 14 - Finance - Sacramento County Defined Contribution Plans Performance Analysis for Year Ended September 30, 2025
    
  • Item 15 - NWCM - Carson Group - JPMorgan Equity Income - Large Cap Value Investment Manager Search
  • Item 16 - NWCM - Carson Group - JPMorgan Small Cap Equity Small Blend Investment Manager Search​

  
  

• ​September 2025 Committee Agenda - 457(b)​

  • ​​Item 2 - 457(b) DC Advisory Committee Meeting Minutes 6.6.25
    
  • Approved 457(b) DC Advisory Committee Meeting Minutes 6.6.25​
    
  • Item 11 - County of Sacramento Deferred Compensation Annual Report Presentation
  • Item 12A - Fidelity - County of Sacramento Deferred Compensation 457(b) Plan Presentation - Q2 2025
    
  • Item 12B - Fidelity - County of Sacramento Deferred Compensation 401(a) Plan Presentation - Q2 2025
    
  • Item 13 - Fidelity - Managed Account Update
    
  • Item 14 - NWCM - 457(b) Plan Highlights & Key Observations
    
  • Item 15 - NWCM - JPMorgan Small Cap Equity - Fiduciary Review
  • Item 16 - Finance - Q2 2025 Performance Update Watch List
  • Item 17 - Finance - Defined Contribution Plans Portfolio Analysis for Year Ended June 30, 2025​​
    
• ​​​​June 2025 Committee Agenda - 457(b)​
• ​​Item 2 - 457(b) DC Advisory Committee Meeting Minutes 4-4-25
  
• Item 9 - Vanguard Presentation
• Item 10 - NWCM 457(b) Plan Highlights & Key Observations
  
• Item 11 - NWCM Galliard Stable Value - Fiduciary Review
• Item 12 - Finance Q1 2025 Performance Update Watch List
• Item 13 - Finance Defined Contribution Plans Portfolio Analysis for Year Ended March 31, 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 Co​mmittee 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