Group Health and Pension Benefits

Matheis Financial Group delivers an end-to-end solution tailored to the client’s needs in health, pension savings plans and compensation strategies.

In Health Benefits, whether the solution lies in managed care initiatives, flexible benefits plan design, streamlined administration, better utilization of available information, wellness procedures or management of disability claims, Matheis will provide a custom made solution for your organization.

In Pension & Savings Programswe have developed strong business relationships with all fund custodians and thus whether your needs are for a Pension Plan, Profit Sharing Program, supplemental executive savings plan or a hybrid/multi-plan harmonization, we have extensive experience in the design and strategic modification of these plans and will be able to fully implement and service all your plan design requirements.