Administered By
Purpose
The Marin County Deferred Compensation Advisory Committee (Committee) is the Plan Administrator for the Marin County Deferred Compensation Plan (Plan). The Committee is a Plan fiduciary with the responsibility and discretionary authority for interpreting the terms of the Plan, for administering and maintaining the Plan in accordance with governing laws and the terms of the Plan Document, for appointing or removing any investment manager, for entering into investment arrangements with respect to the investment funds, and for incurring or approving certain expenses and charging them to the Plan in accordance with the Plan Document.
It is the intent of the Committee to fulfill its fiduciary responsibilities with respect to the Plan solely in the interest of the Plan participants and beneficiaries and exclusively for the purpose of providing benefits. The Committee members, as fiduciaries, are to perform their duties with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims. The Committee shall provide sufficient investment choices to allow participants to diversify their account balance to minimize risk.
Time and Day of Meetings
The Committee meets quarterly. The dates, time and place to be determined by the Committee Chair. Notice and Agenda posting shall comply with the Brown Act, California Government Code Section 54950 et seq.
2026 Meeting Dates
- March 5, 2026 – Regular Meeting
- May 21, 2026 – Regular Meeting
- August 20, 2026 – Regular Meeting
- November 19, 2026 – Regular Meeting
Committee Members
| Seat | Member | Representing |
|---|---|---|
| 1 | Mina Martinovich | Director of Finance |
| 2 | Josh Swedberg | Office of the County Executive |
| 3 | Stephen Raab | County Counsel |
| 4 | Jeff Wickman | Retirement Administrator (MCERA) |
| 5 | Christina Cramer | Human Resources Director |
| 6 | Lisa Hatt | Marin County Active Employee |
| 7 | Ann Bertucci | Marin County Active Employee (MAPE) |
| 8 | Katie Gaier | Marin County Retiree |
| 9 | Jia Chen | Marin County Superior Court |
Deferred Compensation Advisory Committee Agendas and Minutes
Current Deferred Compensation Plan Service Providers
Nationwide Retirement Solutions
Contact: Lauren Ryan, Nationwide Senior Retirement Specialist
Phone: 805-252-3193
Schedule an Appointment
Investment Advisors: Fiduciary Consulting Group at Morgan Stanley
Other Resources
Informational Documents
The documents in this list may not work with all assistive technology and are being remediated. For alternative formats, please email Jennifer Mendoza or phone 415-473-6154. To use the California relay service, dial 711.
- Deferred Compensation Advisory Committee Bylaws (0.16 MB) — These are the bylaws of the Deferred Compensation Advisory Committee July 2023.
- Statement of Investment Policy 2025-2026 (0.32 MB) — Approved by the Deferred Compensation Advisory Committee August 21, 2025
- 457b Deferred Compensation Basic Plan (0.47 MB) — 457b Deferred Compensation basic plan
- County of Marin Social Security Replacement Program (0.47 MB) — OBRA Basic Plan
- County of Marin 401 (a) Defined Contribution Plan (0.89 MB) — 401a Plan
- County of Marin Deferred Compensation Advisory Committee In-Plan Administrative Expense Account Policy (0.21 MB) — Approved by the Deferred Compensation Advisory Committee August 21, 2025.
Time and Day of Meetings
The Committee meets quarterly. The dates, time and place to be determined by the Committee Chair. Notice and Agenda posting shall comply with the Brown Act, California Government Code Section 54950 et seq.