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Report ID: 26-130   
Type: Discussion Item(s)
Meeting Body: Deferred Compensation Plan Committee
Meeting Date: 2/20/2026 Final action:
Recommended Action: SECURE 2.0 info and optional provisions decisions. Staff Contact: Chris Andrichak, Chief Financial Officer Presenters: Jake O'Shaughnessy, CFA, Managing Director, SageView Advisory Group Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt, Empower
Attachments: 1. STAFF REPORT, 2. 1. AC Transit Secure 2.0 Presentation, 3. 2. SECURE 2.0 info and optional provisions
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title

SECURE 2.0 info and optional provisions decisions.

 

Staff Contact:
Chris Andrichak, Chief Financial Officer

Presenters:
Jake O’Shaughnessy, CFA, Managing Director, SageView Advisory Group
Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt, Empower