ALAMEDA-CONTRA COSTA TRANSIT  
DISTRICT  
AGENDA  
Deferred Compensation Plan Committee  
MEMBERS OF THE COMMITTEE  
CHRIS ANDRICHAK  
KEVIN AUER  
DAVID BERMAN  
DAMIEN CHARLETY  
JOSETTE MOSS  
KENNETH MYERS  
ALAN PARELLO  
Tuesday, January 20, 2026  
1:00 PM  
AC Transit General Offices  
10th Floor Conference Room - 1600 Franklin  
Street, Oakland, California 94612  
Phone: (213) 338-8477  
Webinar ID: 898 5364 7355  
Zoom link  
https://actransit.zoom.us/s/89853647355  
Live Public Comment  
The public may attend the meeting in person or via Zoom. Public comment will be accepted  
during the meeting in person, through Zoom, or the phone number listed at the top of the page.  
Phone attendees who intend to speak on an agenda item, must dial *9 (star nine) to “raise your  
hand” when the agenda item is called. Zoom users must use the "raise your hand" feature to  
indicate that they wish to speak on an item. When you are called to speak by the last 4 digits of  
your phone number or by name, the host will unmute you. The comment time is limited to 2  
minutes per speaker. If you decide not to speak, you may dial *9 or click "lower your hand" in  
Zoom. The telephone numbers listed on the agenda may change from meeting to meeting.  
Note: AC Transit does not provide technical support to users accessing the meeting by  
telephone/Zoom.  
Written Public Comment  
Submit comments at https://actransit.legistar.com/Calendar.aspx by clicking the meeting’s  
eComment link, or email dcpcommittee@actransit.org with the agenda item number in the  
subject line.  
ADA Reasonable Accommodations / Alternative Formats / Language Assistance  
In-person meetings of the Deferred Compensation Plan Committee are accessible to individuals  
in wheelchairs. Depending on the location, the meeting site may be equipped with assistive  
listening devices for individuals with a hearing impairment. Written materials in alternative  
formats including translation and disability-related modifications/accommodations must be  
made three business days in advance of the meeting to help ensure availability. Language  
assistance and sign language interpreters can be provided upon request three business days in  
advance of the meeting, subject to availability. Direct requests for reasonable accommodation  
or interpreter services to dcpcommittee@actransit.org or by calling (510) 891-7127.  
1. CALL TO ORDER  
2. ROLL CALL  
3. SELECTION OF CHAIR/VICE CHAIR  
3.A.  
26-086  
Election of Chair and Vice-Chair  
·
·
Election of Chair  
Election of Vice-Chair  
Staff Contact:  
Chris Andrichak, Chief Financial Officer  
4. PUBLIC COMMENT  
Any person may directly address the Committee at this time on any item of interest to the public  
that is within the subject matter and jurisdiction of the Committee. Committee members may  
briefly respond to statements or questions from the public, ask questions for clarification, refer  
a matter to staff, request staff to report back at a subsequent meeting, or direct staff to place  
the matter on a future agenda. However, under the Brown Act, the Commitee cannot engage in  
discussion or take action on any item not listed on the agenda. Public Comment on a specific  
agenda item will be invited at the time the item is being considered. Two (2) minutes are  
allowed for each item.  
5. DISCUSSION ITEMS  
5.A.  
26-080  
Fiduciary Training.  
Staff Contact:  
Chris Andrichak, Chief Financial Officer  
Jake O’Shaughnessy, CFA, Managing Director, SageView Advisory Group  
5.B.  
26-085  
Investment Review/Watch List Summary Decision  
·
·
·
·
·
Market & Regulatory Update  
Total Plan Assets  
Investment Performance Summary  
Watch List Summary Decision  
Plan Portfolio Return & Weighted Expense  
Staff Contact:  
Chris Andrichak, Chief Financial Officer; Jake O’Shaughnessy, CFA, SageView  
Advisory Group  
6. PROPOSED DATE AND TIME OF NEXT REGULAR MEETING  
7. ADJOURNMENT  
MEETING PROTOCOLS  
Public Comment: For subjects not listed on the agenda, the public will be invited to speak under the  
"PUBLIC COMMENTS" section of the agenda. Speakers wishing to address a specific agenda item will  
be invited to address the Committee at the time the item is being considered. All speakers, including  
anyone using simultaneous translation equipment, are allowed two (2) minutes to present comments.  
Speakers using a translator will receive twice the allotted time. Individuals wishing to present more  
detailed information are encouraged to submit comments in writing. Written comments are included  
in the record for meeting and, as such, are available for public inspection and may be posted to the  
District’s website.  
Order of Agenda Items: The Committee may discuss any item on the agenda and in any order.  
Electronic Devices: All electronic devices such as cell phones, smartphones, tablets and  
similar-sounding devices, shall be placed on mute, vibrate or silent mode during Committee meetings  
pursuant to District  
Ordinance No. 12.  
Availability of Agenda Related Materials: Written agenda related materials are generally available to  
the public 72 hours prior to the meeting or at the time the materials are distributed to a majority of  
the Committee members. Written materials presented at a meeting by staff or a member of the  
Committee will be available to the public at that time, or after the meeting if supplied by an outside  
party. Agenda related materials are available on the District’s website or by contacting the Committee  
Secretary.  
Accessible Public Meetings: Committee meetings are accessible to individuals in wheelchairs.  
Depending on the location, the meeting site may be equipped with assistive listening devices for  
individuals with a hearing impairment. Written materials in appropriate alternative formats or  
disability-related modification/accommodation must be made three business days in advance of the  
meeting to help ensure availability.  
Alternative Formats/Interpreters: Written materials in appropriate alternative formats or disability  
related modification/accommodation must be made three business days in advance of the meeting to  
help ensure availability. Subject to availability, sign language and foreign language interpreters will be  
provided upon request with 72-hour notice.  
Scented Products: Please refrain from wearing scented products as there may be attendees  
susceptible to environmental illnesses.  
Contact Information:  
Please direct requests for disability-related modification or accommodation and/or interpreter  
services to dcpcommittee@actransit.org or by calling (510) 891-7127.