Joseph F. Hicks FCA MAAA EA MSPA

Principal, Keystone 74 Benefits and Administration

Contact Information
Keystone 74 Benefits and Administration
3031 Walton Road, Building B
Plymouth Meeting, PA 19462
United States
Phone: 2676061280
Email: joseph.hicks@kba74.com
Joe is co-owner at Keystone 74 Benefits and Administration. With over 25 years of experience with multiemployer plans, Joe holds the Fellow, Conference of Consulting Actuaries (FCA), Member, Society of Pension Actuaries (MSPA), Enrolled Actuary (EA) Member of the American Academy of Actuaries (MAAA) and Qualified Pension Administrator (QPA) designations. As Principal and Consulting Actuary, Joe consults and provides actuarial and administrative services to a number of clients, with a focus on multiemployer pension and health plans. His most recent assignments include asset/liability projections and retirement plan redesign studies. Joe specializes in the Pension Protection Act of 2006, Multiemployer Pension Protection Act of 2014, and the American Rescue Plan Act of 2021 compliance. He also has experience in withdrawal liability calculations, review and funding strategies and projections for multiemployer funds. Joe is Chairperson of the American Academy of Actuaries Multiemployer Plans Subcommittee, a current member of the IFEBP’s Professionals Committee, and a former member of the IFEBP’s Government Liaison Committee. He frequently presents at the Enrolled Actuaries Meeting, the Society of Actuaries Meeting, the Conference of Consulting Actuaries Meeting and the IFEBP Meetings. Joe has also authored articles for the journal of Pension Benefits and Benefits Magazine. He has also provided Expert Witness testimony on actuarial topics. Prior to starting Keystone 74 Benefits and Administration, Joe was Multiemployer Practice Leader for The Savitz Organization, which was acquired by CBIZ, Inc. in 2016. Previously, Joe was an Assistant Vice President for a national actuarial consulting firm, where his primary responsibilities included providing valuation and other actuarial consulting services as account manager, actuary and consultant to a variety of clients. He was also Training Director and a member of the National Valuation Report Task Force where he oversaw the development of the proprietary pension valuation system.
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)