DEFERRED COMPENSATION PLAN
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1 DEFERRED COMPENSATION PLAN BOARD REPORT Date: August 9, 2010 To: From: Subject: Board of Deferred Compensation Administration Staff Staff Report: Completed & Pending Projects & Activity Report Members Eugene K. Canzano, Chairperson Richard Kraus, Vice-Chairperson Sally Choi, Second Provisional Chair Maggie Whelan, Third Provisional Chair Sangeeta Bhatia Cliff Cannon John R. Mumma Michael Perez Recommendation: That the Board of Deferred Compensation Administration receive and file the following information. Activity Reports: Counter Activity Employee Benefits Division Staff has compiled the following results of Counter Activity flow for the month of During the month of, 184 participants visited the Employee Benefits Division to discuss their Deferred Compensation accounts with the Great-West representatives and/or staff. Following are counter activity results from 2010 to 2010: C o u n te r A c tiv ity Accrued Leave Activity Staff has compiled the following results of Accrued Leave enrollment for the month of During the month of, twenty-one participants elected to enroll in Accrued Leave and $456,370 was contributed into the Plan from their Accrued Leave payouts. Following are accrued leave activity results from 2009 to 2010:
2 P a rtic ip a n ts w ith A c c ru e d L e a v e August September October November December Accrued Leave Deferral Am ounts $700,000 $600,000 $500,000 $400,000 $531,322 $538,362 $589,550 $501,029 $486,641 $413,395 $472,445 $470,537 $456,370 $300,000 $200,000 $100,000 $257,899 $190,110 $182,392 $102,158 $- August September October November December Hardship Activity Staff has compiled the following results of hardship processing with Great-West for the month of During the month of, forty-five hardship cases were submitted to Great-West. Thirty-three cases were approved, four denied, and eight were pending further documentation. Hardship Activity '10 Distribution Reasons Income Loss 15% Approved 73% Denied 9% Pending 18% Prevent Foreclosure / Eviction 76% Uninsured Medical Expenses 6% Funeral Expenses 3% 2
3 Loan Activity Staff has compiled the following results of new loans acquired for the month of During the month of, 458 participants elected to obtain a new loan and $4,682,953 was withdrawn from the Plan from their loan payouts Loan Activity August September October November December Deferral Tracking - Staff has compiled the following results of bi-weekly deferral cash flows for the month of 2010 for the City of Los Angeles and Department of Water and Power. During the month of, the City and Department of Water and Power deferred $13,891,134 into the Deferred Compensation Plan. This compares to $15,379,188 in 2009, or a reduction of 10.7% year-over-year. Bi-Weekly Deferral Cash Flows $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr Jun-10 Jul-10 3
4 PROJECT UPDATE COMPLETED PROJECTS: JULY/AUGUST 2010 # STATUS PROJECT DUE DATE COMPLETED NOTES 1 Completed Minutes - 7/20/10 Meeting 08/01/10 7/5/2010 For 08/17/10 Board Meeting 2 Completed 3 Completed 4 Completed 5 Completed 6 Completed Board/Consultant Report - Investment Menu Part V 08/01/10 08/01/10 For 08/17/10 Board Meeting Board Report - TPA RFP III & Rating Factors 08/01/10 08/01/10 For 08/17/10 Board Meeting Board Report - Trust & City Atty Letter II 08/01/10 08/01/10 For 08/17/10 Board Meeting Board Report - Staff Report for August 08/01/10 8/9/2010 For 08/17/10 Board Meeting Fiduciary Training Presentation - Great-West 08/01/10 8/9/2010 For 08/17/10 Board Meeting PENDING PROJECTS # STATUS PROJECT DUE DATE COMPLETED NOTES 1 PENDING 2 PENDING Board Report - Small Account Balances 06/30/10 Next Meeting - Plan Governance Committee - Bylaws 06/30/10 Data gathered from Great- West, researching w/other plans, report pending 2nd Discussion of Bylaws - Plan Governance Committee Meeting scheduled for August 19 4 PENDING 5 PENDING Board Report - Travel/Education Issues (On-site Review) 07/31/10 Pending City Attorney Review Focus group held 5/10-5/14; Board Report - Beneficiary revisions to draft form Notifications and Focus Group pending; staff report being Results 07/31/10 drafted 6 PENDING 2009 PSP Annual Report 07/31/10 Pending 7 PENDING Domestic Partners Research and Discussion with City Attorney and California Peers 07/31/10 Pending 8 PENDING Communications Plan: List of alternative DC publications and outlets (LACERS, Pensions, Union pubs, etc.) 07/31/10 Pending 9 PENDING Plan Account Records 07/31/10 Researching obligations to retain historical records in light of issues w/nationwide and Great Western Bank records 10 PENDING Board or Investments Committee Report: DC Menu Implementation Plan 06/30/10 Pending 11 PENDING PSP Contract thru 12/31/11 06/30/10 Contract drafted - presently under review by City Attorney & Admin Services 12 PENDING Cal-Net Marketing Brochure on Retaining Assets 06/30/10 Materials obtained; first conference call on 7/13/10 4
5 13 PENDING Board Report - Auto Glide-Path for Asset Allocation Funds 07/31/10 Pending 14 PENDING Beneficiary Addresses 08/31/10 15 PENDING Board Report - Proxy Share Voting 08/31/10 Pending Beneficiary addresses can be captured on system - waiting to implement until we have new form issues resolved 16 PENDING Fiduciary Liability Insurance 08/31/10 Pending 17 PENDING 18 PENDING 19 PENDING 20 PENDING Investment Advice Review and Proposal 09/30/10 Pending Notification of Participants - Catch-Up Eligibility 09/30/10 Pending National Save for Retirement Week - Promotion Plan 09/30/10 Pending DCP Trustee and Governance Documents Review 10/31/10 Pending 21 PENDING Pre-Audit Testing - Phase II 10/31/10 Pending 22 PENDING Revise Mini-Enrollment Brochure 10/31/10 Pending 23 PENDING Revise Pension Savings Plan Highlights 10/31/10 Pending 24 PENDING Retirement Plan Summit 10/31/10 Pending 25 PENDING Automatic Enrollment Initiative 10/31/10 Pending 26 PENDING Revisit Plan Audit 10/31/10 Pending 27 PENDING SCPMA Presentation re DCP as Human Resource Function 10/14/10 Pending 28 PENDING PSP Account Consolidation 11/30/10 Pending 29 PENDING Statistical Project: Refined Count of Non-Contributing Participants 11/30/10 Pending 30 PENDING Deemed IRA Implementation 01/31/11 Pending 31 PENDING Retiree Loans 01/31/11 Pending 5
6 Staffing Summary Following is a summary of staff positions supporting the Deferred Compensation Plan: Position Authority Incumbent Class Percent Dedicated to DCP Staff Member Personnel Senior Personnel Analyst II Senior Personnel Analyst II 80% Steven Montagna Management Analyst II Management Analyst II 100% Natasha Gameroz Management Analyst II Management Assistant On loan to Layoff Team Ashley Stracke Benefits Specialist (prior incumbent left under ERIP) Clerk Typist 100% Claudia Guevara City Attorney Deputy City Attorney Deputy City Attorney 25% Anita Parys Legal Secretary Legal Assistant 40% Vicky Williams DWP Sr. Clerk Typist Sr. Clerk Typist 5% Mary Wilson Submitted by: Natasha Gameroz Steven Montagna Approved by: Alejandrina Basquez 6
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