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CATA Introduces New Fiduciary Advisor SageView

Centre Area Transportation Authority logoCentre Area Transportation Authority
Document date
Jul 25, 2022

The 30-second brief

What it covers

CATA is working with SageView Advisory Group, LLC as its new fiduciary management services firm to support retirement plan oversight, investment consulting, and employee financial wellness. The firm’s advisory service team is formally introduced to the board at the July 25, 2022 meeting.

Who holds it

Sageview Advisory Group LLC holds this financial services contract with Centre Area Transportation Authority. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.

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Contract details

Contract type
Financial Services
Document date
July 25, 2022
Vendor
Sageview Advisory Group LLC
Agency
Centre Area Transportation Authority
Source document
CATA Regular Board Meeting Agenda July 2022 (Agenda)

Sageview Advisory Group LLC's other public contracts

San Diego Co Water Authority, CaliforniaWater Authority Recommends SageView Contract Amendment · Oct 19, 2026San Diego Co Water Authority, CaliforniaWater Authority Considers SageView Investment Consulting Extension · Oct 19, 2026San Diego Co Water Authority, CaliforniaBoard Considers SageView Investment Consulting Extension · Oct 19, 2026City of Goleta, CaliforniaSageView Advisory Group To Advise City Retirement Plans · May 5, 2026City of Goleta, CaliforniaSageView Advisory Approved for Goleta Fiduciary Services · May 5, 2026All Sageview Advisory Group LLC contractsVendor profile

More Centre Area Transportation Authority contracts

Hsa BankCATA Retains HSA Bank Account Administrator · Oct 19, 2026UndisclosedAperture ConsultingAperture Consulting Supports CATA Insurance Renewal · Oct 19, 2026UndisclosedCentre County TransportationCATA Explores Expanded MATP Contract With County · Oct 19, 2026UndisclosedGUARDIANCATA Recommends Guardian Dental Vision Renewal · Oct 19, 2026UndisclosedDave VicCATA Retains Dave VIC Benefits Account Administrator · Oct 19, 2026UndisclosedAll Centre Area Transportation Authority activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Centre Area Transportation Authority?

Sageview Advisory Group LLC was awarded this financial services contract by Centre Area Transportation Authority, as recorded on July 25, 2022.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in CATA Regular Board Meeting Agenda July 2022 (Agenda), dated July 25, 2022 from Centre Area Transportation Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sageview Advisory Group LLC hold?

Sageview Advisory Group LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is Centre Area Transportation Authority currently buying?

Explore Centre Area Transportation Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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