Matthews Benefit Group retirement plan experts work by your side to advise your clients on the most efficient plan designs that will help them achieve their goals—from achieving maximum tax deductions and reducing plan costs in the short term to resolving multi-year filing deficiencies and terminating old or inefficient plans. We become a member of your team, and provide expert, unbiased advice to you and your clients.
Retirement plans are our only business. We do not sell financial products or advice, so you can rely on our objectivity in our consulting role.
At Matthews Benefit Group, our retirement plan experts are in-house and collaborate regularly to give you a multidisciplinary approach to meeting your clients’ needs. Our in-house staff is composed of all of the experts you need—actuaries, plan designers, compliance experts, CPAs, plan administrators and consultants— to solve even the most complex retirement plan issues and administer your plans throughout the year.