Email & contact info

Patti Dowdy

HR Manager – Employee Benefits at Ventura County Supplemental Retirement Plan

Work Email: Verified
Direct Phone: Verified
Organization: Ventura County Supplemental Retirement Plan · CA

Employing Organization

Ventura County Supplemental Retirement Plan

Team

Key Colleagues

Decision makers at Ventura County Supplemental Retirement Plan

Emily Tara Gardner
County Counsel
Patricia Zoll
Deferred Compensation Program Manager

Key decision makers in the same organization

Organization Signals

Public Activity & Signals

Board meetings, strategic plans, and buyer signals from Patti Dowdy’s organization

Feb 10, 2022BoardMeeting

Board

Ventura County Deferred Compensation Committee Meeting Minutes

The committee reviewed the Q4 2021 investment performance, discussing market trends including inflation and economic recovery, and evaluated several funds for the watch list, specifically Fidelity Target Date Funds and other underperforming assets. The committee examined the plan's investment design and participant returns relative to primary peers. Additionally, the committee reviewed the quarterly service engagement report, approved the continuation of remote teleconference meetings in compliance with AB 361, and addressed informational agenda items regarding expense reimbursement credit accounts, hardship withdrawals, and service level agreement reporting.

Aug 19, 2021BoardMeeting

Board

Ventura County Deferred Compensation Committee Meeting Minutes

The committee held a joint discussion regarding the Section 401(k) and 457 Shared Savings Plans. Key topics included a second-quarter investment review by SageView Advisory Group, which involved updating the Watch List with the addition of the Janus Henderson Enterprise N fund. Fidelity provided an investment option review, focusing on Target Date Fund (TDF) performance, managed account adoptions, and updates to the Target Date Glide Path. Moss Adams presented the annual plan audit results for both the 401(k) and 457 plans, confirming no deficiencies or weaknesses. The Fidelity quarterly service review covered participation rates, enrollment trends, and the impact of the EasyEnroll option. Additionally, the committee reviewed the Expense Revenue Credit Account status and recent trends in hardship and emergency withdrawals.

Feb 16, 2023BoardMeeting

Board

Ventura County Deferred Compensation Committee Meeting Minutes

The committee reviewed Q4 2022 investment performance for various plans, noting general fund performance, economic influences such as inflation and Federal Reserve decisions, and the impact of the SECURE 2.0 legislation. Key discussions included the initiation of a Fidelity Project Team for ROTH option development, the ongoing monitoring of funds on the watchlist, and an analysis of managed account participation rates. Additionally, the committee received updates on plan-specific metrics, including expense reimbursement credits, hardship withdrawals, and employee engagement levels. Specific actions included amending the 457(b) plan document to comply with SECURE 2.0 requirements and reviewing the Supplemental Retirement Plan (SRP) 457 savings plan overview, which showed significant growth in total assets and participant numbers due to a conversion processed in 2022.

Aug 25, 2022BoardMeeting

Board

Ventura County Deferred Compensation Committee Meeting Minutes

The committee meeting covered audit results for the 401(k) and 457(b) plans, reporting fair financial statements for the year ending December 31, 2021. The SageView Advisory Group provided an investment review, noting market volatility and regulatory legislation updates, while recommending specific fund mappings. Proposed revisions to the Investment Policy Statement were discussed, particularly regarding Qualified Default Investment Alternative (QDIA) language and Target Date Funds performance. Additionally, Fidelity presented quarterly service reviews detailing employee participation rates, loan activity, and financial wellness initiatives. The committee also oversaw 3rd party point solutions, decided to defer future offerings to HR, and reviewed plan expense reimbursements and hardship withdrawals. Finally, the Supplemental Retirement Committee reviewed the status of the SRP 457 plan, including conversion details from Principal to Fidelity and safe harbor defined benefit conversion updates.

Extracted from official board minutes, strategic plans, and video transcripts.

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