Broker Check

The Matheson Team at RBG

Phil Matheson
Managing Director


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Phil Matheson is a Managing Director based in RBG's Irvine, California, office. He focuses on managing fiduciary responsibility, education and concise customer service when working with every one of his clients. He focuses on being an extension of his clients' HR departments and sets himself apart by not only planning in a proactive manner, but by holding one-on-one educational meetings with his plan participants to better understand their goals.

Phil has a decade of experience in financial services, including seven years as the Vice President of Retirement Services at Centennial Group Benefits. He was previously with Wells Fargo Advisor and Wachovia Securities.

Education

Phil graduated from the University of Arizona alumni and holds AIF, CRPS and C(k)P certifications.

Interests

Phil is an active member of the University of Arizona Alumni Association and the Sigma Chi Orange County Chapter. When not in the office, you can find Phil golfing, playing basketball or hiking mountains ranging from Mt. Rainer in Washington to Mt. Orizaba in Mexico. You could also attempt to catch him competing in a number of major national marathons such as the New York Marathon, the Washington D.C. Marathon and the Los Angeles Marathon. Phil is also a Dodgers and Lakers fan, and enjoys coaching his kids' sports teams.


Irvine, CA Partners

Michael J. Castner PPC
Principal


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As one of the Principals of Retirement Benefits Group, Mike leads one of the country’s premier retirement plan consulting firms in providing a comprehensive array of advisory services to both qualified and non-qualified retirement plans. Mike has earned a reputation for his knowledge and experience in plan provider search and benchmarking, fiduciary oversight and investment due diligence.

Mike has been in the financial services industry for over 25 years focuses primarily on the corporate retirement plan market. His investment career began in 1987 at Dean Witter, and five years later, he joined Kidder Peabody where he was a founder of The Castner Josephs Retirement Group. Mike was an initial member and founder of National Retirement Partners (NRP). Prior to NRP, Mike was a First Vice President of Investments with Prudential Securities where he achieved the Directors Council for exemplary performance along with inclusion in the Prudential Retirement Services Roundtable of senior consultants.

As a recognized retirement plan specialist, Mike has been a featured speaker and panelist for many retirement plan conferences and seminars throughout the country. He was recognized by PLANADVISER as one of the top 100 retirement plan advisers in 2012*, and was invited to be a member of Prudential Retirement’s Financial Advisory Council in 2013.

*Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.


Gary Josephs, PPC
Principal


+1 (949) 786-4015
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As one of the Principals of Retirement Benefits Group, Gary has the opportunity to work with one of the most experienced team of professionals dedicated to retirement programs for companies and individuals. Gary has established a national reputation for his excellence and expertise in the provider search and benchmarking, contract negotiations, investment due diligence, ERISA compliance and comprehensive employee education and communication.

Gary has over 24 years of experience providing retirement plan services to institutions and their employees. Gary has been asked to participate on 401(k) advisory councils for Prudential, Wells Fargo, formally Wachovia Securities, Blackrock and Ascensus. Gary has been a featured speaker for many retirement plan conferences and seminars and has been recognized by the defined contribution industry for each and every year since 2005 for the PlanSponsor Advisor of the Year nomination. Based on nominations from industry peers and quanitative factors, including number of plans and dollar value assets under advisement.