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FREE WORKSHOP - Plan Designs For Small Businesses - San Diego Chapter Meeting 1.15.20
Hicks Pension Group
9320 Fuerte Dr, Ste 100
La Mesa, CA 91941
Wednesday, January 15, 2020, 10:30 AM - 1:00 PM PDT
Category: Chapter Meetings

Plan Designs For Small Businesses
San Diego Chapter Meeting


Wednesday, January 15, 2020
10:30 AM to 1:00 PM


Hicks Pension Group

9320 Fuerte Dr, Ste 100

La Mesa, CA 91941

Free self parking


Recent legislation includes significant changes that apply to Defined Contribution and Defined Benefit Plans. Join our experts who will walk you through the changes and provide practical advice on what changes are required and what new provisions are available for plan sponsors. Employer and Employee needs are constantly changing. These new regulations present an excellent opportunity to review Qualified Plans to ensure they continue to meet the goals of the employee and employer. The program is intended for tax preparers working with small businesses. Those attending will benefit from concise analysis and illustrations including tax deductions and key employee benefits.


Hicks Pension is a leader in providing administrative and compliance services for tax-qualified retirement plans. Established in 1968, Hicks is one of the oldest qualified plan consultants and administrators in the nation. The group has grown to 7 offices in California and Hawaii providing consulting and compliance services to over 5,000 employers in the Western United States and Hawaii. Hicks Pension Group in Honolulu was established in 1978 and is owned and managed by Michael Paul Hicks. We administer qualified retirement plans including Defined Benefit Pension, Money Purchase Pension, Cash Balance Pension, 401-(k) Salary Reduction, Profit Sharing, 403(b), and Davis Bacon/Prevailing Wage Plans. We have among our clients: Law Firms, Accounting Firms, Medical Corporations, Banks, Savings and Loans Associations, Hotels, Trade Associations, Agricultural Corporations, Non-Profits, Contractors, and many other businesses. Complete consulting and administrative services are offered by Hicks with a special emphasis on personalized service. We prepare the necessary reporting forms required by the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation. Duplicate plan records are maintained in electronic format by Hicks. This allows the employer to retain an updated set of records reflecting plan assets, contributions and allocation reports, participant records, trustee reports, annual reports and other government reports. A qualified administrator is assigned to each plan. The administrator is responsible for the day-to-day operation of the plan including all government reporting. Our staff is available to assist the employer and each plan participant in whatever way possible to allow our clients to fully realize the benefits of a qualified plan. Hicks works with the employer and their local investment and tax advisors to ensure the plan is designed and operated to meet the needs of the client.


FREE for members and non-members

CPE Information:

1 Federal Tax Law Hour
1 California Hour

CTEC: 1000-CE-4701
IRS: 18QC1-T-01315-19-I

Knowledge Level:


Please contact Hasani James to register:
Email: [email protected]
Phone: 858-278-1164

Lunch is included

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at

Contact: Please contact Hasani James to register: Email: [email protected] Phone: 858-278-1164