Areas of Expertise

  • Defined Contribution Plan
  • Recordkeeping and Administration Operations
  • Defined Contribution Plan Design and Implementation
  • Non-qualified Deferred Compensation Plan
  • Administration
  • Plan Compliance
  • Form 5500 Filing

Contact Beth
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One SeaGate
Suite 2050
Toledo, Ohio 43604
Phone: 419.327.4416
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Beth Mattimoe


Beth has over 10 years of retirement plan administration experience. She is a member of the firm’s Consulting Team, supporting all practice areas of the firm. Prior to joining the firm, Beth came to us with nine years of experience in retirement plan administration.

As a Consultant, Beth focuses on non-qualified plan administration annual compliance testing and annual Form 5500 filings. Beth works with companies to provide the most effective retirement plan benefits to their employees ensuring that the plan design meets the plan sponsor’s needs. Beth also addresses discrepancies and system troubleshooting, ensures quality and accuracy and maintains service standards, and produces valuations, statements, and employer reports.


  • The University of Toledo, Toledo, OH - BBA, Human Resources

Professional and Community Involvement

  • Habitat for Humanity, Family Selection Committee, 2014 to present
  • Habitat for Humanity, Board of Directors, 2015 to present