"Fresno Office"

Kelly has over 20 years experience in qualified pension plan administration. She is an Accredited Pension Administrator (APA) with the National Institute of Pension Administrators (NIPA) and a member of NIPA. She specializes in all aspects of defined contribution plans. In addition to plan administration, Kelly also performs trust accounting, distribution processing and 1099R preparation …

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  Jerri Jackson, APA

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Elena is a graduate of California State University, Fresno. She has over 20 years of experience in qualified pension plan administration. She is an Accredited Pension Administrator (APA) and Member of the National Institute of Pension Administrators (NIPA). Elena specializes in 401(k) Profit Sharing plans. In her free time, she enjoys her family, the outdoors, …

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Beverly heads up our Trust Accounting Department. She has been with Hicks since 1976. She has worked in many different positions and especially enjoys her job doing trust accounting for many of our clients. Beverly loves spending time with her husband, their daughter and son, doing crafts, shopping and is active with church activities.   …

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Susan is a graduate of California State University, Fresno. She has over 29 years in the pension industry. She has adminstered qulaified plans, cafeteria plans and is currently the Controller with Hicks Pension Services. In her free time she enjoys family, traveling, reading and shopping. Susan has been with Hicks since 2006. Susan Newman

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