Hicks Pension Services, California Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Hicks Pension Services, based in Fresno, California, operates in the financial services sector with a focus on the administrative side of employee benefit plans. The firm does not manage investments; instead, it handles plan administration tasks such as preparing employee statements, ensuring plans meet federal regulations, and completing required government forms. It administers a range of plans, including 401(k) plans, defined benefit pension plans, 403(b) plans, and cash balance plans, with each plan custom designed and continually reviewed to align with client objectives.

Historically, Hicks has been a dominant factor in the California and Hawaii pension markets and tends to work with smaller employers. In addition to administration, the company educates employees about plans by hosting meetings and provides continuing education credits to CPAs, life agents, attorneys, and financial planners, while providing independent assistance to clients, their accountants, attorneys, and investment advisors and proposing revisions when changes arise.

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