Insights

Established Expertise Matthews Benefit Group has over 30 years of experience providing actuarial and retirement plan consulting for small to mid-sized organizations, positioning it as a trusted advisor in the employee benefits space.

Acquisition Synergy Being acquired by Ascensus, a major player in retirement and college savings services, indicates expanded resources and market reach, offering cross-selling opportunities for clients seeking comprehensive benefits solutions.

Service Focus The company's commitment to working with independent financial advisors, law firms, and direct plan sponsors suggests potential for expanding relationships with firms looking for specialized, compliance-driven employee benefit services.

Market Position With annual revenue between 10 to 25 million dollars and a focused service niche, Matthews Benefit Group can target mid-market organizations seeking customized retirement plan administration and compliance expertise.

Tech Utilization Utilizing basic web and client management technologies, the company may benefit from adopting more advanced HR tech solutions to enhance service delivery and attract clients seeking innovative benefits administration.

Matthews Benefit Group Tech Stack

Matthews Benefit Group uses 2 technology products and services including Business Catalyst, jQuery, and more. Explore Matthews Benefit Group's tech stack below.

  • Business Catalyst
    Content Management System
  • jQuery
    Javascript Libraries

Matthews Benefit Group's Email Address Formats

Matthews Benefit Group uses at least 1 format(s):
Matthews Benefit Group Email FormatsExamplePercentage
FLast@eerisa.comJDoe@eerisa.com
100%

Frequently Asked Questions

Where is Matthews Benefit Group's headquarters located?

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Matthews Benefit Group's main headquarters is located at St. Petersburg, Florida United States. The company has employees across 1 continents, including North America.

What is Matthews Benefit Group's phone number?

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You can contact Matthews Benefit Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matthews Benefit Group's official website and social media links?

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Matthews Benefit Group's official website is eerisa.com and has social profiles on LinkedIn.

What is Matthews Benefit Group's SIC code NAICS code?

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Matthews Benefit Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Matthews Benefit Group have currently?

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As of February 2026, Matthews Benefit Group has approximately 11 employees across 1 continents, including North America. Key team members include Ceo: G. M.Vice President & Actuary: L. S.Senior Pension Administrator: L. F.. Explore Matthews Benefit Group's employee directory with LeadIQ.

What industry does Matthews Benefit Group belong to?

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Matthews Benefit Group operates in the Financial Services industry.

What technology does Matthews Benefit Group use?

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Matthews Benefit Group's tech stack includes Business CatalystjQuery.

What is Matthews Benefit Group's email format?

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Matthews Benefit Group's email format typically follows the pattern of FLast@eerisa.com. Find more Matthews Benefit Group email formats with LeadIQ.

Matthews Benefit Group

Financial ServicesFlorida, United States11-50 Employees

Matthews Benefit Group is a financial services firm based in St. Petersburg, Florida, that has provided actuarial and retirement plan consulting and administration for about thirty years. Its in-house team comprises actuaries, compliance specialists, benefits-trained accountants, and retirement plan administration professionals. The organization does not sell financial products and collaborates with financial advisors, accountants, and law firms to offer objective employee benefit guidance to client companies.

Its client base consists of small and mid-sized businesses, non-profit organizations, and government entities nationwide, for whom it designs new retirement plans, optimizes existing ones, advises on compliance, and handles ongoing plan administration. Within the financial services sector, Matthews Benefit Group is positioned as an independent third-party administrator and actuarial services provider, focusing on plan-level work rather than product sales.

Section iconCompany Overview

Headquarters
St. Petersburg, Florida United States
Phone number
Website
eerisa.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Matthews Benefit Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Matthews Benefit Group's revenue is estimated to be in the range of $10M$25M

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