Jason Beals

Active

52 votes across 1 body, 2021-2025.

52 votes 2021-202565.4% attendance 1 body
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Tenure 1 body

2021 2028
Jul 2021 - Dec 2028

Meeting calendars 1 active body

Follow the bodies this person serves on, then use the event filters for agendas, minutes, video, attendance, and votes.

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Votes 25 shown · newest first

Date Vote Item Body Outcome
Nov 13, 2025 Aye Item Deferred Compensation Committee Passed
Nov 13, 2025 Aye Discussion and Possible Action to Recommend City Council Adoption of a Resolution Renaming Committee and Expand Committee’s Role Based on City’s Adoption of an IRS 401(a) Deferred Compensation Plan25-1611 Deferred Compensation Committee Passed
Nov 13, 2025 Aye Informational Report on the International Value Manager Search Presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group to Terminate the Vanguard International Value Fund from the plan and replace it with one of the three funds outlined in the Report25-1620 Deferred Compensation Committee Passed
Nov 13, 2025 Aye Informational Report on Third Quarter 2025 Quarterly Plan Review presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group regarding the Watch Status of Various Funds25-1609 Deferred Compensation Committee Passed
Nov 13, 2025 Aye Action to Establish Deferred Compensation Committee Meeting Dates for Calendar Year 202625-1615 Deferred Compensation Committee Passed
Nov 13, 2025 Aye Action to Approve the Deferred Compensation Committee Meeting Minutes of August 14, 202525-1612 Deferred Compensation Committee Passed
Nov 13, 2025 Aye Informational Report on the Self-Directed Brokerage Account (SDBA) International Review Presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group to Add Foreign Securities to the Self-Directed Feature25-1622 Deferred Compensation Committee Passed
Aug 14, 2025 Aye Item Deferred Compensation Committee Passed
Aug 14, 2025 Aye Discussion Regarding Expansion and Clarification of Committee Role Based on Committee’s Recommendation that the City Adopt a 401(a) plan25-901 Deferred Compensation Committee Passed
Aug 14, 2025 Aye Action to Recommend that the City of Santa Clara continue to contract with Fiduciary Consulting Group (formerly the Hyas Group) on the 457(b) Plan.25-902 Deferred Compensation Committee Passed
Aug 14, 2025 Aye Action to Recommend that the City of Santa Clara contract with Fiduciary Consulting Group and all third party contractors who provide services regarding 457(b) and 401(a) plans.25-903 Deferred Compensation Committee Passed
Aug 14, 2025 Aye Action to Approve the Deferred Compensation Committee Meeting Minutes of May 8, 202525-885 Deferred Compensation Committee Passed
May 8, 2025 Aye Action to Approve the Deferred Compensation Committee Meeting Minutes of November 21, 2024 and February 13, 202525-542 Deferred Compensation Committee Passed
May 8, 2025 Aye Item Deferred Compensation Committee Passed
Feb 13, 2025 Absent Discussion of, and Potential Action on, Report from Nationwide Regarding Self-Directed Options Trading25-181 Deferred Compensation Committee Passed
Feb 13, 2025 Absent Report on Fourth Quarter 2024 Quarterly Plan Review presented by the Hyas Group; Action on Recommendation from Hyas Group regarding Watch Status of Various Funds25-188 Deferred Compensation Committee Passed
Feb 13, 2025 Absent Item Deferred Compensation Committee Failed
Feb 13, 2025 Absent Action to Approve the Deferred Compensation Committee Meeting Minutes of November 21, 202425-178 Deferred Compensation Committee Passed
Feb 13, 2025 Absent Action to Review and Adopt the Investment Policy Statement (IPS) for the City’s 457 Deferred Compensation Plan25-182 Deferred Compensation Committee Passed
Nov 21, 2024 Absent Action to Approve the Implementation of a 401(a) Deferred Compensation Plan, and Recommend Same to City Manager24-1145 Deferred Compensation Committee Passed
Nov 21, 2024 Absent Action to Establish Deferred Compensation Committee Meeting Dates for Calendar Year 202524-861 Deferred Compensation Committee Passed
Nov 21, 2024 Absent Action to Approve the Deferred Compensation Committee Meeting Minutes of August 15, 202424-1161 Deferred Compensation Committee Passed
Aug 15, 2024 Aye [This item is reserved for persons to address the body on any matter not on the agenda that is within the subject matter jurisdiction of the body. The law does not permit action on, or extended discussion of, any item not on the agenda except under special circumstances. The governing body, or staff, may briefly respond to statements made or questions posed, and appropriate body may request staff to report back at a subsequent meeting.] Deferred Compensation Committee Passed
Aug 15, 2024 Aye Action to Approve the Deferred Compensation Committee Meeting Minutes of February 15, 202424-785 Deferred Compensation Committee Passed
Feb 15, 2024 Absent Action to Approve the Deferred Compensation Committee Meeting Minutes of November 16, 202324-152 Deferred Compensation Committee Passed

Attendance 20 recent records · newest first

Date Attendance Meeting
Nov 13, 2025 Present Deferred Compensation Committee
Aug 14, 2025 Present Deferred Compensation Committee
May 8, 2025 Present Deferred Compensation Committee
Feb 13, 2025 Present Deferred Compensation Committee
Feb 13, 2025 Absent Deferred Compensation Committee
Nov 21, 2024 Absent Deferred Compensation Committee
Aug 15, 2024 Present Deferred Compensation Committee
Feb 15, 2024 Absent Deferred Compensation Committee
Feb 15, 2024 Absent Deferred Compensation Committee
Nov 16, 2023 Present Deferred Compensation Committee
Aug 17, 2023 Present Deferred Compensation Committee
Jun 1, 2023 Present Deferred Compensation Committee
Feb 16, 2023 Present Deferred Compensation Committee
Nov 17, 2022 Present Deferred Compensation Committee
Aug 18, 2022 Present Deferred Compensation Committee
May 19, 2022 Present Deferred Compensation Committee
Feb 17, 2022 Present Deferred Compensation Committee
Nov 18, 2021 Present Deferred Compensation Committee
Aug 20, 2021 Present Deferred Compensation Committee
Aug 20, 2021 Present Deferred Compensation Committee

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