General Information

Government Type

County

Entity

Utah County

Public Body

Utah County Investment/Benefits Committee

Notice Information

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Notice Title

Utah County Investment Committee Meeting

Notice Tags

Employees, Retirement

Notice Type(s)

Notice, Meeting

Event Start Date & Time

August 12, 2024 09:00 AM

Event End Date & Time

August 12, 2024 11:00 AM

Event Deadline Date & Time

08/12/24 09:00 AM

Description/Agenda

I. Follow-Up from Previous Meeting Minutes a. Approve minutes from previous meeting(s) i. February 26th b. Review of follow-up items from previous meetings II. Participant Support & Education a. Education Calendar 2024 b. YTD Report c. Quarterly Webinars d. Retirement Readiness III. Fiduciary Update & Plan Governance a. Fiduciary Training i. November 13th b. SECURE Act Updates c. Fiduciary Status Update - 3(21) & 3(38) IV. Plan Record Keeper Report a. Plan Review b. EASE Accounts V. Economic Update VI. Investment Review a. Investment Reporting Suite i. Manager Consistency Report ii. Quantitative Scorecard iii. Qualitative Scorecard iv. Manager Due Diligence b. Target Date Compass Report VII. Utah County Items a. Time Limited 457 Accounts (small balances)

Notice of Special Accommodations (ADA)

ADA Compliance. In compliance with the Americans with Disabilities Act, individuals needing special accommodations (including auxiliary communicative aids and services) during this meeting should notify PJ Maughan (801) 851-8170. Handicap parking is available, as well as a level entrance to the building. Interpretation services are available with prior notice for the hearing.

Notice of Electronic or Telephone Participation

Electronic Participation by request.

Meeting Information

Meeting Location

100 E Center Street
Suite 1400
Provo, UT 84606
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Contact Name

PJ Maughan

Contact Email

pjmaughan@utahcounty.gov

Contact Phone

(801)851-8158

Notice Posting Details

Notice Posted On

August 08, 2024 02:58 PM

Notice Last Edited On

August 08, 2024 02:58 PM

Deadline Date

August 12, 2024 09:00 AM

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