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Meeting Name: Deferred Compensation Plan Committee Agenda status: Final
Meeting date/time: 2/20/2026 11:00 AM Minutes status: Final  
Meeting location: AC Transit General Offices 10th Floor Conference Room - 1600 Franklin Street, Oakland, California 94612 Zoom link: https://actransit.zoom.us/j/83595694221 Phone: (213) 338-8477 Webinar ID: 835 9569 4221
Published agenda: Agenda Agenda Accessible Agenda Accessible Agenda Published minutes: Not available  
Meeting audio/video: eComment: Not available  
Attachments:
Report #Agenda #TypeTitleActionResultAction DetailsAudio/Video
26-130 4.A.Discussion Item(s)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   Action details Not available
26-127 4.B.Discussion Item(s)Review of Investment Policy Statement. Staff Contact: Chris Andrichak, Chief Financial Officer   Action details Not available
26-129 4.C.Discussion Item(s)Quarterly Investment Performance Review. Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O’Shaughnessy, CFA, SageView Advisory Group   Action details Not available
26-128 4.D.Discussion Item(s)Possible additions to the Investment Watchlist. (verbal) Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O’Shaughnessy, CFA, SageView Advisory Group   Action details Not available