Our History
NOW*
Nationwide in 403(b), 457(b) Non-Qualified DC 401(k) and DB plans with a national wealth management practice
Total SageView Foundation donations exceeds $3 million
$151 billion in assets | 275 Employees | 32 Offices
*As of 12/31/22
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