Geoff A.
3/8/2019
Dana Marie rocks!! Great customer service. I am a rep in the field that advises clients on plans, not an employee participant. However, it is usually the 401k vendor that does not provide the...
Hicks Pension Services
Closed
(7)
555 Chorro St Ste C
San Luis Obispo, CA 93405
Hicks Pension Services, based in San Luis Obispo, CA, is a seasoned third-party retirement plan administration company with over forty years of experience in the qualified plan field. They provide a wide range of custom-designed tax-deferred plans, including 401(k) Plans, Defined Benefit Pension Plans, and Profit Sharing Plans, catering to various clients such as law firms, medical corporations, and small businesses.
The company boasts a professional staff of pension consultants and administrators, dedicated to offering independent assistance to clients and their advisors. With a commitment to continually review and adapt pension and profit-sharing plans, Hicks Pension Services ensures that practical alternatives are readily presented whenever necessary.
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Reviews
2.07 reviews
Rene R.
9/25/2012
I am a small business owner. About 7 years ago when we started our business a consultant recommended that we start a 401K pension fund for our employees. Sounded like a good idea at the time,...
Ben R.
10/25/2018
Donna Cannon was helpful. But that's the only good thing I can say about my interactions with various staff at this company.
Dan R.
12/20/2018
Terrible. I tried to rollover my 401k to an IRA. It was with MS, but my employer had moved it to ER who said that Hicks handles the paperwork. So I did the paperwork with Hicks. As far as I can...
Justin H.
10/28/2014
I left my job, which uses Hicks Pension Services at the end of August, at which time they provided me the documentation to withdraw my 401k. The form was mailed, and I was told the funds would be...
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