Valley Transportation Authority Deferred Compensation Committee Meeting
The document outlines the agenda and meeting proceedings for the Deferred Compensation Committee. Key discussion topics include comprehensive cybersecurity training and awareness regarding data protection, reviews of Empower Retirement plan expense accounts, and detailed plan performance evaluations. The committee also addressed budgetary adjustments for training and education, the drafting of formal committee attendance and participation policies, and preparations for National Retirement Security Month outreach campaigns. Additionally, administrative matters such as committee appointments, work plan amendments, and asset reporting were reviewed.
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The board meeting agenda and minutes covered various administrative and financial topics. Key discussions included the approval of service pension requests, closed session discussions regarding employee retirement, and reviews of educational programs for board members and staff. Significant focus was placed on financial oversight, with presentations on pension plan performance reports, auditor general assessments of pension controls, investment reports for the VTA/ATU Local 265 Pension Plan, and analyses of pension plan terminology. Additionally, administrative updates were provided regarding military service credit calculations, spousal medical fund certifications, social security earnings verifications, and general investment committee reports.
Sep 22, 2026·Board meeting
Deferred Compensation Committee Regular Meeting
The committee meeting addressed several key financial and administrative items. Key topics included a review of Empower Retirement Reports covering plan expense accounts and 457(b) performance insights. Staff presented responses to participant engagement findings and provided updates on outreach strategies. Additionally, the committee discussed the assignment of non-represented member alternates, reviewed preliminary survey results regarding committee attendance, and deliberated on the fiscal year 2026-2027 deferred compensation budget for training and education.
Jul 14, 2026·Board meeting
Board of Pensions Santa Clara Valley Transportation Authority Amalgamated Transit Union Local 265 Pension Plan Summary Minutes
The Board convened to address several administrative and financial items. Closed session discussions were held regarding employee retirement requests. Significant attention was given to deferred vested retirement calculations and actuarial methodologies, as well as inconsistencies found in the application of military service credits; both issues prompted requests for formal legal opinions. The Board authorized increases in contract authority for actuarial services, approved the minimum qualifications and evaluation criteria for a private credit investment manager search, and adopted updates to the Investment Policy Statement and Manager Monitoring Policy. Additionally, the meeting included a review of educational opportunities for trustees and staff, as well as a presentation on investment performance reports.
