John Mateyko


John Mateyko is no stranger to helping people plan for the future. As Managing Partner of IDEX Financial, he has spent over 20 years crafting retirement income strategies that are not only effective but also personalized. Based in the peaceful, purpose-driven community of Serenbe, Georgia, John combines big-firm experience from companies like Morgan Stanley, US Bank, and JP Morgan Chase with a small-town approach to care and connection.

As we move through 2024, John is encouraging businesses to rethink how they approach retirement planning—specifically when it comes to 401(k) plans. These plans aren’t just about saving for retirement; they’re about building loyalty, boosting morale, and attracting top talent. Here are five smart strategies he recommends for employers looking to enhance their retirement benefits:

1. Automatic Enrollment

The easiest way to increase participation is by making enrollment automatic. Studies show that 84% of employees stay enrolled when it’s the default, versus just 37% who enroll on their own.

2. Matching Contributions

Offering a company match—typically around 4.5%—not only motivates employees to save more but also demonstrates your commitment to their financial well-being.

3. Financial Wellness Programs

Don’t stop at offering a plan—help employees understand it. Financial education through workshops, online resources, and personal guidance empowers smarter decision-making.

4. Offer ESG Investment Options

Employees today—especially Millennials—want their investments to align with their values. 52% of Millennials already invest in ESG funds. By offering ESG options, you're creating a more modern and appealing retirement plan.

5. Keep Fees Low

High fees eat into long-term savings. Offering low-fee plan options means employees keep more of their money working for their future.

Who Is John Mateyko?

John’s journey began with a business degree from Augustana College and has taken him through senior roles at well-respected financial institutions. Today, he’s known for his in-depth knowledge of retirement planning and portfolio management, and he holds credentials including:

  • Wealth Management Certified Professional (WMCP)

  • Retirement Income Certified Professional (RICP)

  • Accredited Portfolio Management Advisor (APMA)

He’s also pursuing the Certified Investment Management Analyst (CIMA) designation from Yale’s School of Management—further proof of his dedication to excellence. As a fiduciary, John is committed to putting his clients' interests above all else.

About IDEX Financial

Founded in 2010, IDEX Financial started in Chicago, expanded to Atlanta, and now calls Serenbe, Georgia, home. The firm focuses on helping clients navigate retirement with confidence through tailored strategies and ongoing guidance.

Outside of work, John and his family are actively involved in the Serenbe community—a village known for sustainability, health, and connection with nature. It’s a setting that complements John’s personal philosophy of living with balance and purpose.

Location: United States

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