Meeting/Event Information

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August 20, 2020

Virtual Meeting - Jessica Johnson of Hicks Pension Services
August 20, 2020
1:00 PM - 2:00 PM
GoToMeeting.com
Virtual Meeting Instructions to Be Emailed at a Later Date
Virtual Meeting - Jessica Johnson of Hicks Pension Services

Details: Jessica Johnson from Hicks Pension Services will be discussing:

  • What is CalSavers?
  • Fees or Penalties for non-compliance
  • What are my responsibilities as an employer?
  • Alternative options to the state run plan to make you an "exempt employer."

 

Please RSVP by: Friday, August 14th

CE Pending

Bio:

Hicks Pension Services has specialized in qualified plan administration since 1968. Hicks administers over 5000 qualified plans throughout the United States. Including, 401(k) Profit Sharing, ERISA 403(b), Cash Balance, Defined Benefit, and Davis Bacon Prevailing Wage Plans. Jessica Johnson has worked in the industry with Hicks since 2009. Jessica has held various positions within the firm, giving her a unique approach as a consultant. Her well rounded experience has established her as an expert in the industry.  Jessica earned the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators and a bachelor’s degree in business finance from the University of Phoenix.

As a pension consultant, she provides qualified independent professional assistance to her clients and is directly involved with the plan review, plan design and installation of the retirement plan. She works with financial advisors to support them on all aspects of retirement plan business. For example, education on the basics of qualified retirement plans and creating marketing campaigns to prospect and win new business.