Please note: this meeting's minutes have not been finalized yet. Actions taken on legislation and their results are not available.

Meeting Details

Meeting Name: Deferred Compensation Plan Committee Agenda status: Final
Meeting date/time: 10/5/2026 11:00 AM Minutes status: Draft  
Meeting location: AC Transit General Offices 10th Floor Conference Room - 1600 Franklin Street, Oakland, California 94612 Zoom link https://actransit.zoom.us/j/88450344245 Phone: (213) 338-8477 Webinar ID: 856 7413 0331
Published agenda: Agenda Agenda Accessible Agenda Accessible Agenda Published minutes: Not available  
Meeting audio/video: eComment: Not available  
Attachments:
Report #Agenda #TypeTitleActionResultAction DetailsAudio/Video
26-382 4.A.Discussion Item(s)Committee Chair Election (Verbal) Staff Contact: Alan Parello, Internal Audit Manager   Not available Not available
26-383 4.B.Discussion Item(s)Quarterly Investment Performance Review Staff Contact: Alan Parello, Internal Audit Manager Presenter: Jake O’Shaughnessy, CFA, SageView Advisory Group   Not available Not available
26-384 4.C.Discussion Item(s)Empower Reporting Staff Contact: Alan Parello, Internal Audit Manager Presenter: Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt, Empower   Not available Not available
26-385 4.D.Discussion Item(s)401a Information Staff Contact: Alan Parello, Internal Audit Manager Presenters: Jake O’Shaughnessy, CFA, Managing Director, SageView Advisory Group   Not available Not available
26-386 4.E.Discussion Item(s)Former Employee Small Balance Accounts Staff Contact: Alan Parello, Internal Audit Manager Presenter: Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt, Empower   Not available Not available
26-387 4.F.Discussion Item(s)Brokerage Account Plan Staff Contact: Alan Parello, Internal Audit Manager Presenter: Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt, Empower   Not available Not available