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: 6/4/2026 10:00 AM Minutes status: Draft  
Meeting location: AC Transit General Offices 10th Floor Conference Room - 1600 Franklin Street, Oakland, California 94612
Accessible Agenda linked here https://bit.ly/4fOzyH1
Published agenda: Agenda Agenda Accessible Agenda Accessible Agenda Published minutes: Not available  
Meeting audio/video: eComment: Not available  
Attachments:
Report #Agenda #TypeTitleActionResultAction DetailsAudio/Video
26-261 4A.Discussion Item(s)Investment Policy Statement. Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O’Shaughnessy, CFA, SageView Advisory Group   Not available Not available
26-262 4B.Discussion Item(s)Performance Reporting & Investment Consolidation Proposals. Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O’Shaughnessy, CFA, SageView Advisory Group   Not available Not available
26-264 4C.Discussion Item(s)Minimum Contribution. (verbal) Staff Contact: Chris Andrichak, Chief Financial Officer   Not available Not available
26-265 4D.Discussion Item(s)District Contribution Disposition. (verbal) Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O’Shaughnessy, CFA, SageView Advisory Group   Not available Not available
26-263 4E.Discussion Item(s)Empower Reporting. Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Lisa Braun-Ward, Empower   Not available Not available