Group Health & Pension Benefits
Success rarely happens by chance, especially when the issues are complex. Matheis Financial Group is committed to a strategic approach to bringing its clients the most effective, balanced solutions for their Health and Pension Benefits needs.
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 Benefits Consulting, whether we are addressing communication issues, creative plan design and options, technology concerns or provider audits, we work with staff and employee groups to ensure outstanding communication and smooth transitions, by cutting through clutter and limiting paper requirements.
Upcoming Events
February 16, 2012
At this time there are no upcoming events. Please check back for future events.
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Newsroom
February 16, 2012
Canadians Unaware Of Needed Rate Of Return
Nearly half of Canadians don't know what rate of return they require on their investments to achieve their retirement goals... read more
February 8, 2012
Canadians Expect To Keep Working
While 52 per cent of Canadian workers anticipate working beyond the age of retirement, nearly half say they'd be happy to work for an additional two years beyond the official retirement age... read more
January 26, 2012
Canadians Know They Should Save, But Don’t
One-third of Canadians in their 40s (32 per cent) admit they haven't yet opened a registered retirement savings plan (RRSP) even though they realize they should... read more
Testimonials
" The Matheis team has been invaluable in administering our group benefits and RRSP programs for many years. We rely on their extensive knowledge and excellent customer service. ~Robin Sarafinchan, NABET 700 CEP"
