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Group Health & 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 Programs we 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.

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