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Alameda Contra Costa Transit District
Meeting:
Deferred Compensation Plan Committee
Meeting Time: February 20, 2026 at 11:00am PST
Closed for Comment February 20, 2026 at 10:30am PST
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Agenda Items
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1. CALL TO ORDER
2. ROLL CALL
3. PUBLIC COMMENT
4. DISCUSSION ITEMS
4.A. 26-130 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
4.B. 26-127 Review of Investment Policy Statement. Staff Contact: Chris Andrichak, Chief Financial Officer
4.C. 26-129 Quarterly Investment Performance Review. Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O'Shaughnessy, CFA, SageView Advisory Group
4.D. 26-128 Possible additions to the Investment Watchlist. (verbal) Staff Contact: Chris Andrichak, Chief Financial Officer Presenter: Jake O'Shaughnessy, CFA, SageView Advisory Group
5. PROPOSED DATE AND TIME OF REMAINING MEETINGS IN 2026
6. ADJOURNMENT
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