HomeMy WebLinkAbout20233819.tiff Agenda Weld County 401(k) Savings and 457
Deferred Compensation Plan
May 3,2023 Investment Committee Meeting
Meeting Attendees
Weld County Alera Group Principal
Cheryl Pattelli Brad Shaps Melanie Francis
Ryan Rose Masoud Shirazi Andrew Albers
Renee Fielder Michael Shirazi
Staci Datteri-Frey Bob Janson
Karla Ford Rebecca Noordhoek
Jill Scott
I. Approve Meeting Minutes
Alera and Weld County
II. Investment Review
Alera
III. Investment Policy Statement Review
Alera
IV. Target Date Fund Suitability Review
Alera
V. Service Plan Review-Goal Setting
Alera and Weld County
VI. Employee Education
Alera and Weld County
VII. Next Meeting
Alera and Weld County
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