Last Updated: 06/01/2026
Hicks Pension Group (“Hicks Pension Group,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, communicate with us, use our client portal, or receive services from us.
Hicks Pension Group is a third-party administrator for retirement plans based in the United States. Our clients are generally employers, plan sponsors, trustees, advisors, and other retirement plan-related parties located in the United States.
1. Information We Collect
We may collect information directly from you, from our clients, from retirement plan-related service providers, or through our website and client portal.
The information we collect may include:
- Contact information, such as name, company name, mailing address, email address, and phone number
- Retirement plan-related information provided by clients, plan sponsors, participants, trustees, advisors, or service providers
- Employment, census, payroll, contribution, distribution, loan, beneficiary, and plan administration information
- Communications with us, including emails, phone calls, text messages, form submissions, and portal activity
- Account or portal information, such as login credentials, access permissions, uploaded documents, and activity logs
- Technical information, such as IP address, browser type, device information, pages visited, referring website, and cookies or similar tracking technologies
We collect only the information reasonably necessary to provide our services, operate our website and client portal, communicate with clients and related parties, maintain records, and comply with applicable legal and regulatory obligations.
2. How We Use Information
We may use personal information to:
- Provide retirement plan administration, compliance, consulting, document, participant, and related services
- Communicate with clients, plan sponsors, participants, trustees, advisors, and other authorized parties
- Process plan-related requests, including distributions, loans, census requests, annual compliance items, contribution calculations, forms, and other plan administration matters
- Operate and improve our website, client portal, internal systems, and services
- Send service-related emails, notices, reminders, portal invitations, confirmations, and administrative messages
- Respond to inquiries, requests, and support needs
- Maintain business, legal, compliance, and security records
- Detect, prevent, and address fraud, unauthorized access, security incidents, or misuse of our systems
- Comply with applicable laws, regulations, subpoenas, audits, and other legal obligations
3. SMS/Text Messaging Privacy
If you provide your phone number and consent to receive SMS/text messages from Hicks Pension Group, we may use SMS to send service-related communications, such as reminders, confirmations, client service updates, portal-related messages, or other retirement plan administration communications.
Hicks Pension Group does not sell or share SMS consent, phone numbers, or SMS opt-in information with third parties or affiliates for marketing or lead generation purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS consent is not a condition of purchasing or receiving services from Hicks Pension Group. Message frequency may vary. Message and data rates may apply. You may opt out of SMS messages at any time by replying STOP. You may reply HELP for assistance.
We may use service providers or communication platforms to send and manage SMS messages on our behalf. These providers are only permitted to use SMS-related information as necessary to provide messaging services to Hicks Pension Group and not for their own marketing or lead generation purposes.
4. How We Share Information
We do not sell personal information.
We may disclose information only as reasonably necessary for business, service, legal, or compliance purposes, including to:
- Authorized employees and representatives of Hicks Pension Group
- Clients, plan sponsors, trustees, participants, beneficiaries, advisors, recordkeepers, payroll providers, investment providers, auditors, attorneys, accountants, and other parties involved in retirement plan administration, when appropriate
- Service providers who help us operate our business, website, client portal, communications, technology systems, document storage, email, SMS, security, and related services
- Government agencies, regulators, courts, or law enforcement when required or permitted by law
- Other parties when necessary to protect our rights, privacy, safety, property, clients, users, or the public
- A successor organization in connection with a merger, acquisition, reorganization, or transfer of business assets
We require service providers to use personal information only for the services they provide to us and to protect that information appropriately.
5. Cookies and Website Tracking
Our website may use cookies or similar technologies to support website functionality, improve user experience, analyze website traffic, and maintain security.
You can usually adjust your browser settings to block or delete cookies. Some parts of our website may not function properly if cookies are disabled.
6. Client Portal and Uploaded Documents
If you use our client portal, we may collect information related to your account, access permissions, documents uploaded or downloaded, activity logs, and communications through the portal.
You should only upload information that you are authorized to provide. Hicks Pension Group may use portal information and uploaded documents to provide retirement plan administration and related services.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, portal, email system, SMS system, or electronic storage method is completely secure. We cannot guarantee absolute security of information transmitted or stored electronically.
8. Data Retention
We retain personal information for as long as reasonably necessary to provide services, maintain business records, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and support retirement plan administration.
Retention periods may vary depending on the type of information, the purpose for which it was collected, and applicable legal or business requirements.
9. Your Choices
Depending on your relationship with Hicks Pension Group and applicable law, you may be able to:
- Request access to certain personal information
- Request correction of inaccurate information
- Request deletion of certain information, subject to legal, contractual, regulatory, or business recordkeeping requirements
- Opt out of marketing communications, if any
- Opt out of SMS messages by replying STOP
Please contact us using the information below to make a privacy-related request.
10. Information About Children
Our website and services are intended for businesses, retirement plan clients, and authorized retirement plan-related parties. We do not knowingly collect personal information directly from children through our website for marketing purposes.
Some retirement plan records may include information about beneficiaries or dependents when provided by a plan sponsor, participant, or authorized party for legitimate plan administration purposes.
11. Links to Other Websites
Our website or communications may contain links to third-party websites or platforms. We are not responsible for the privacy practices, security, or content of third-party websites. You should review the privacy policies of any third-party sites you visit.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a new “Last Updated” date. Your continued use of our website, client portal, or services after an update means you acknowledge the updated Privacy Policy.
13. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Hicks Pension Group
1218 Waimanu Street, Second Floor
Honolulu, Hawaii 96814-4304
10435 Double R. Boulevard, Suite 101
Reno, Nevada 89521
Phone: (808) 521-9494
Email: service@hickspension.com