Group Health and Pension Benefits

Matheis Financial Group provides end-to-end solutions in health benefits, pension, and savings plans—tailored to meet the unique needs of each organization and its people. Our expertise also extends to developing compensation strategies that align with your overall business goals.

Health Benefits
From managed care initiatives and flexible benefits plan design to streamlined administration, wellness programs, data-driven utilization, and disability claims management, we deliver customized solutions designed to enhance employee well-being while supporting organizational objectives.

Pension & Savings Programs
With strong relationships across all major fund custodians, we offer extensive experience in designing, modifying, and implementing Pension Plans, Profit Sharing Programs, Supplemental Executive Savings Plans, and hybrid/multi-plan harmonization strategies. Whether your needs are straightforward or complex, our team ensures every plan is strategically structured, fully implemented, and consistently supported.