Established Credibility Hicks Pension Group combines a long industry history since 1968 with a multi office footprint across California and Hawaii and a large base of employer clients, signaling reliability and scale for selling enhanced compliance, retirement plan design, and administrative services to mid market sponsors.

Comprehensive Plan Expertise Their administration capabilities cover defined benefit, cash balance, 401k, profit sharing, 403b and Davis Bacon or prevailing wage plans, demonstrating capacity to handle complex and customized retirement programs. This opens opportunities to upsell advanced plan design, migrations, and ongoing compliance support for sponsors seeking sophisticated solutions.

Regulatory Focus The firm handles regulatory reporting for IRS, DOL and PBGC, a core need for plan sponsors that can be expanded with outsourced annual administration tasks, data analytics, and audit support for improved efficiency and risk management.

Midmarket Growth With a revenue range in the tens of millions and a staff of 11 to 50, Hicks Pension sits in the midmarket niche with room to expand services such as automated reporting, participant communications, portal upgrades, and payroll integration to improve efficiency for hundreds of plans.

Geographic Partnerships Seven offices in California and Hawaii position Hicks well for cross selling to regional employers and partnerships with CPA firms, payroll providers and construction industry clients, especially given Davis Bacon plan expertise; pursue referral networks and bundled service offerings.