Joseph F. Hicks FCA MAAA EA MSPA

Senior Vice President, CBIZ Retirement Plans Services

Contact Information
CBIZ Retirement Plans Services
1845 Walnut Street
14th Floor
Philadelphia, PA 19103-4755
Phone: 215-825-4036
Fax: 215-563-9943
Joseph F. Hicks, Jr., FCA, MAAA is a Principal and consulting actuary in the Philadelphia office of The Savitz Organization. He has over 18 years of experience assisting clients design, administer, fund, and communicate employee benefit plans. As the firm’s multiemployer practice leader, he specializes in Pension Protection Act of 2006 compliance, withdrawal liability calculations, and funding strategies and projections for multiemployer funds. He also provides consulting to a number of single-employer defined benefit plans. Joe is a frequent meeting presenter and has spoken at the Enrolled Actuaries, the Conference of Consulting Actuaries, the Society of Actuaries, and the International Foundation’s Annual Conference meetings. Joe also serves on the Conference of Consulting Actuaries Annual Planning Meeting Committee. He is a Fellow of the Conference of Consulting Actuaries, an Enrolled Actuary, and a Member of the American Academy of Actuaries.
CCA Member Since 2005
Annual Meeting Program Committee
Communities Committee

Special Financial Assistance - Where Are We Now? 2024 Enrolled Actuaries Conference (March 11, 2024)

ARPA Multiemployer Funding Relief 2022 Enrolled Actuaries Conference (May 02, 2022)

When PBGC Throws a Life Preserver to Multiemployer Plans 2021 Enrolled Actuaries Conference (May 03, 2021)

Multiemployer Plans Workshop 2019 Enrolled Actuaries Meeting (April 10, 2019)

Would Your Assumptions Survive Review Under MPRA, and Should They? 2019 Enrolled Actuaries Meeting (April 09, 2019)

Multiemployer Workshop 2018 Enrolled Actuaries Meeting (April 11, 2018)

Multiemployer Workshop 2017 Enrolled Actuaries Meeting (April 05, 2017)

From Valuations to Projections for Multiemployer Plans 2016 Enrolled Actuaries Meeting (April 11, 2016)

Multiemployer Defined Benefit Legislation Multiemployer Defined Benefit Legislation Audio/Webcast (January 21, 2015)

Multiemployer Plan Workshop 2014 CCA Annual Meeting (October 20, 2014)

Withdrawal Liability 2014 Enrolled Actuaries Meeting (March 25, 2014)

Multiemployer Update Multiemployer Update (May 22, 2013)

When PBGC Provides Assistance to a Multiemployer Plan 2013 Enrolled Actuaries Meeting (April 09, 2013)

Benefit Restrictions 2012 CCA Annual Meeting (October 24, 2012)

Multiemployer Plans for Single Employer Actuaries 2012 CCA Annual Meeting (October 23, 2012)

Schedule MB for Multiemployer Plans 2012 Enrolled Actuaries Meeting (March 26, 2012)

Multiemployer Issues for Single Employer Actuaries Multiemployer Issues for Single Employer Actuaries (January 25, 2012)

Multiemployer Workshop 2011 CCA Annual Meeting (October 25, 2011)

Pension Relief Act for Multiemployer Plans 2011 Enrolled Actuaries Meeting (March 28, 2011)