Longstanding expertise Leverage Hicks Pension Group’s 50+ years of experience in administering and consulting on tax-qualified retirement plans to position as a trusted advisor for mid-market employers seeking compliant, reliable retirement services.

Regional scale Target the Western United States and Hawaii markets where Hicks already serves over 5,000 employers, emphasizing localized knowledge, multi-office support, and tailored regional regulatory guidance to win prospects with multi-state or geographically distributed plans.

Diverse plan expertise Highlight capabilities across Defined Benefit, Cash Balance, 401(k), Profit Sharing, 403(b), and prevailing wage plans to address a broad set of retirement need cases, enabling cross-sell opportunities within growing or transitioning client portfolios.

Regulatory outsourcing Position as a compliant-driven partner that handles IRS reporting, DOL filings, and PBGC considerations, appealing to HR and finance teams seeking to reduce administrative burden and risk through specialized outsourcing.

Tech-enabled efficiency Aspire to modernize or integrate with clients’ tech stack by underscoring Hicks Pension Group’s use of cloud and web technologies alongside established administration processes, offering scalable, secure, and efficient plan administration.