ALAMEDA-CONTRA COSTA TRANSIT DISTRICT  
Deferred Compensation Plan Committee  
REVISED AGENDA  
MEMBERS OF THE COMMITTEE  
KEVIN AUER  
DAVID BERMAN  
DAMIEN CHARLETY  
JOSETTE MOSS  
KENNETH MYERS  
ALAN PARELLO  
Vacant  
Monday, October 5, 2026  
11:00 AM  
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  
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.  
2.  
3.  
4.  
CALL TO ORDER  
ROLL CALL  
PUBLIC COMMENT  
DISCUSSION ITEMS  
4.A. Committee Chair Election (Verbal)  
26-382  
26-383  
Staff Contact:  
Alan Parello, Internal Audit Manager  
4.B. Quarterly Investment Performance Review  
Staff Contact:  
Alan Parello, Internal Audit Manager  
Presenter:  
Jake O’Shaughnessy, CFA, SageView Advisory Group  
4.C. Empower Reporting  
26-384  
Staff Contact:  
Alan Parello, Internal Audit Manager  
Presenter:  
Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt,  
Empower  
4.D. 401a Information  
Staff Contact:  
26-385  
26-386  
Alan Parello, Internal Audit Manager  
Presenters:  
Jake O’Shaughnessy, CFA, Managing Director, SageView Advisory Group  
4.E.  
4.F.  
Former Employee Small Balance Accounts  
Staff Contact:  
Alan Parello, Internal Audit Manager  
Presenter:  
Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt,  
Empower  
Brokerage Account Plan  
26-387  
Staff Contact:  
Alan Parello, Internal Audit Manager  
Presenter:  
Lisa Braun-Ward, Sr Relationship Manager Mid-Market Tax Exempt,  
Empower  
5.  
6.  
PROPOSED DATE AND TIME OF NEXT REGULAR MEETING  
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