SageView Merger Prompts Retirement Fund Update
Florida Citizens Property Insurance Corporation | State of FloridaState · Tallahassee, FL- Document date
- Nov 14, 2026
The 30-second brief
Citizens Property Insurance Corporation discussed the retirement plan investment implications of the SageView and Creative Planning merger. The committee’s agenda identified a new collective investment trust resulting from the transition, while prior minutes recorded SageView’s August 1, 2026 name change to Creative Planning.
SAGEVIEW holds this financial services contract with Florida Citizens Property Insurance Corporation | State of Florida. Its other public contracts on record include work for Irvine Ranch Water District and Public Safety Personnel Retirement System Board of Trustees | State of Arizona.
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Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Vendor
- SAGEVIEW
- Source document
- Citizens Property Insurance Corporation Agenda Q3 Retirement Plan Committee Meeting 2026-11-16 (Agenda)
SAGEVIEW's other public contracts
More Florida Citizens Property Insurance Corporation | State of Florida contracts
Questions about this contract
Who was awarded the financial services contract by Florida Citizens Property Insurance Corporation | State of Florida?
SAGEVIEW was awarded this financial services contract by Florida Citizens Property Insurance Corporation | State of Florida, as recorded on November 14, 2026.
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 Citizens Property Insurance Corporation Agenda Q3 Retirement Plan Committee Meeting 2026-11-16 (Agenda), dated November 14, 2026 from Florida Citizens Property Insurance Corporation | State of Florida. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does SAGEVIEW hold?
SAGEVIEW may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is Florida Citizens Property Insurance Corporation | State of Florida currently buying?
Explore Florida Citizens Property Insurance Corporation | State of Florida's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
