Our History

NOW*

Nationwide in 403(b), 457(b) Non-Qualified DC 401(k) and DB plans

Total SageView Foundation donations exceeds $1 million

$88 billion in assets | 1,250 plans
135 Employees | 23 Offices

*As of 12/31/17

2016

Acquired Americh Massena, Inc., expanding our government practice

Increased Financial Wellness Offerings

$60 billion in assets

2014

Named the Multi-Office retirement Plan Adviser of the Year by PLANSponsor

1,000 plans

$30 billion in assets

2013

Our CEO, Randall Long, received the Lifetime Achievement Award by PlanAdviser

Formalized internal NFP Practice

$25 billion in assets

2011

Sageview Foundation established to be a part of finding solutions for those in need

$17 billion in assets 

2008

Established DB/Actuarial Group

Began offering 3(38) services

60+ staff

$7 billion in assets

2007

Opened Chicago and Milwaukee offices

275+ clients

2004

Acquired Willis Insurance

Opened D.C., Knoxville and Boston offices

$3 billion in assets

2003

Opened LA Office

$1 billion in assets

100 clients

1989

Firm founded and HQ in CA

100% employee owned

$500 million in assets