Matthews Benefit Group
Industry: Company
DescriptionFounded: 1991 Parent organization: AscensusFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMatthews Benefit GroupWebsiteDirections Saved (0) Saved Save 1 Google review Financial consultant in St. Petersburg, Florida Address: 701 94th Ave N #200, St. Petersburg, FL 33702 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (727) 577-7000: : : : Website: Place name: Category: : : Website: http://www.eerisa.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
Matthews Benefit Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Matthews Benefit Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Matthews Benefit Group Employees
Clint Foster The Pension Studio April 2014 - February 2015
Matthews Benefit Group July 2012 - April 2014
Citi November 2010 - June 2012
Midamerica Administration and Retirement Solutions September 2008 - November 2010
Southern Wine & Spirits December 2005 - December 2008
Merrill Lynch November 2007 - September 2008
Skills
Business Analysis, Vendor Management, Financial Services, Project Management, Finance, Banking, Financial Analysis, Financial Modeling, Process Improvement, 401k, Software Project..., Financial Risk, Requirements Analysis, Management, Account Management, New Business Development, Client Relations, Relationship Management, Sales, Territory Development
Education
Liberty University 2010 — 2012
Bachelor of Science (B.S.), Interdisciplinary Studies - Social Sciences; Minor - Business, 3.25
Strayer University 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.5
Dennis Wolter, MBA, APA Matthews Benefit Group November 2014 - Present
Matthews Benefit Group May 2011 - November 2014
St. Petersburg Young Professionals December 2011 - December 2013
Mazzella Lifting Technologies August 2008 - March 2009
Invacare May 2006 - August 2008
Invacare February 2007 - January 2008
Skills
Project Management, Access, Strategic Planning, Microsoft Excel, Process Improvement, Business Analysis, Financial Analysis, Management, Teamwork, Team Leadership, Account Reconciliation, Microsoft Access, Retirement Plan..., 401k, Defined Benefit, Defined Contribution, ERISA
Education
Cleveland State University 2009 — 2010
MBA, Business Management, Finance & Accounting
Kent State University 2005 — 2007
Bachelor in Business Administration, Accounting, Operations Management
Kathryn Morrison, ERPA, QKA, QPA The Pension Studio July 2015 - Present
Matthews Benefit Group September 2014 - Present
The Pension Studio, LLC October 2011 - September 2014
R.J.L. Pension Services, Inc. March 2010 - October 2011
Matthews Benefit Group December 2007 - March 2010
Hill Ward Henderson March 2006 - October 2006
EPIC Advisors, Inc. June 2004 - October 2005
Paychex April 2002 - June 2004
Raymond James Financial Inc. July 1998 - October 2001
Skills
Pensions, Retirement, Financial Services, Employee Benefits, Mutual Funds, 401k, Valuation
Education
University of South Florida - College of Business Administration 1996 — 1998
Bachelor of Arts (B.A.), International Business
St. Petersburg College 1992 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Eric Brust Matthews Benefit Group April 2005 - Present
The Segal Company January 2003 - April 2005
Milliman December 1998 - January 2003
Aon June 1996 - December 1997
Skills
Pensions, Retirement, Employee Benefits, 401k, Defined Benefit, Pension Administration, Retirement Planning, ERISA, Public Speaking, Retirement Plan..., CEOs, Actuarial Science, Strategic Planning, Actuarial, Plan Design, Excel, Municipal Pensions, Firm Management, Profit Sharing, Strategic Financial..., Asset Allocation, Microsoft Excel, Actuarial Consulting, Investments, Investment Advisory, Small Business, Fixed Annuities, Actuaries, Mutual Funds, IRAs, Business Planning
Education
Polytechnic University 1992 — 1996
Bachelor's degree, Applied Mathematics
Matthews Benefit Group September 2014 - Present
The Pension Studio June 2011 - August 2014
Intac Actuarial Services, Inc. January 2010 - June 2011
Matthews Benefit Group, Inc. January 1998 - November 2009
J.T. Comer & Associates/D&B Pension Services/US Pension Services January 1989 - December 1997
G.E. Matthews & Associates May 1988 - December 1988
Skills
401k, Retirement Planning, Retirement Plan..., Retirement, Profit Sharing, Pensions, Pension Administration, Mutual Funds, Employee Benefits, ERISA, Defined Benefit, Benefits Administration, Actuarial Science, 401k Rollovers, Qualified Retirement..., Form 5500 preparation
Education
University of South Florida-St. Petersburg Campus 1987 — 1988
Business Administration and Management, General
St. Petersburg College 1984 — 1987
AA, Business Administration
AIG/VALIC October 2014 - Present
Countryside Country Club, LAFitness and Bally's January 2006 - Present
Independent February 1998 - Present
Matthews Benefit Group January 2012 - August 2014
The Newport Group January 2000 - January 2010
Skills
Retirement Planning, Insurance, 401k, Retirement, Pensions, Employee Benefits, Defined Benefit, ERISA, Pension Administration, Microsoft Excel, Customer Service, Leadership, Microsoft Office, Training, Public Speaking, Coaching, Data Analysis, Strategic Planning, Process Improvement, Financial Analysis
Education
Louisiana State University
Matthews Benefit Group April 2005 - Present
Raymond James Financial April 2000 - April 2005
T. Rowe Price October 1994 - April 2000
Skills
401k, Retirement, Defined Benefit, Pensions, Employee Benefits, Retirement Plan..., Profit Sharing, Pension Administration, Benefits Administration, Employee Relations, Team Building, Deferred Compensation, 401k Rollovers, IRAs, Qualified Retirement..., Retirement Planning, Asset Allocation, Leadership
Education
Dartmouth College 1991 — 1994
BA
Matthews Benefit Group June 2007 - Present
Skills
Pension Administration, Defined Benefit, Retirement, Profit Sharing, ERISA, 401k, Pensions, Retirement Planning, Asset Allocation
Education
St. Petersburg College
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