Your Gartner Benefits & Career: Financial Planning for Employees and Executives

Do you work at Gartner? Get the resources you need and expert insights from financial professionals who specialize in helping Gartner employees make the most of their compensation package and benefits.

Whether you’re a new Gartner employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:

✅ Do you know the right moves to make to get the greatest value from the Gartner benefits available to you?

✅If you’re thinking about leaving Gartner for another job or planning to retire from the company in a few years, are you taking the right steps today to ensure you will receive all of the compensation and benefits that you’ve earned?

Get the Most Value from Your Gartner Benefits and Compensation Package

Throughout the year, Gartner provides its employees and executives with updates about their benefits ranging from health insurance and health savings plans to retirement plans like a 401(k), deferred compensation plans, and stock options. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Gartner who specialize in helping Gartner employees make the most of their income and benefits.

Whether you work in the Gartner headquarters in Stamford, Connecticut, another office location around the country, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.

For example, sensitive topics like discussing the steps you should take before quitting your job at Gartner to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire are all conversations that may be more comfortable with a trusted financial advisor.

💡 In the Q&A below, you’ll gain insights from financial advisors who work with Gartner employees to help them make smart decisions to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.

🙋‍♀️ Do you have questions not yet answered? Use the form below to submit questions anonymously and watch this article for updates with answers to your questions. You can also reach out to the financial advisors below to set up an introductory call or contact them with your questions by email.

💸 Smart Money Insights for Gartner Employees & Executives

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

1. Q&A: Financial Planning Tips for Gartner Employees & Executives
2. Get Answers to Your Questions About Your Gartner Benefits and Career
3. Quick Facts & Resources for Gartner Employees
4. Browse Related Articles

Q&A: Financial Planning Tips for Gartner Employees & Executives

Answers to Employee Questions with Brian Skinner, CFP®, CRPC®

Brian Skinner is a financial advisor based in Milford, Connecticut, who specializes in offering financial planning services to Gartner employees. Brian helps his clients get the most value from their Gartner benefits and compensation package so they can enjoy life and feel confident about their financial future.

Q: As a financial advisor with experience helping Gartner employees save for their retirement, how do you help them make the most of their employee benefits?

Brian: I help optimize the usage of their work retirement plans. They can use the after-tax feature in the company 401k and then convert those dollars to a Roth plan annually to get tax-free growth and distribution rather than taxable.

Q: When you first speak with a Gartner employee, what questions do you like to ask to better understand their unique circumstances and determine how you can best help them achieve their goals?

Brian: I seek to understand their role and comp structure within the company, and ask questions about cash flow as a household, to see how they could be better utilizing the tax-advantaged savings plans available to them that most employees don’t know about.

Q: Is there a particular benefit available to Gartner employees you feel isn’t as well utilized or understood by employees as it should be?

Brian: I help optimize the usage of their work retirement plans. They can use the after-tax feature in the company 401k and then convert those dollars to a Roth plan annually to get tax-free growth and distribution rather than taxable.

Q: Beyond Gartner employee benefits for retirement savings, are there other types of benefits offered by the company that you find valuable to discuss with your clients?

Brian: HSA plans, stock options, the ESOP savings plan, life insurance benefits, and disability benefits.

Q: For Gartner employees thinking about leaving the company to accept a job elsewhere, what actions do you recommend they take before resigning and shortly thereafter?

Brian: Analyze the total compensation being offered at Gartner, the value of the benefits, and how they can be utilized are underappreciated.

Get to Know Brian Skinner, Financial Advisor for Gartner Employees:

View Brian’s profile page on Wealthtender or visit his website to learn more.

Q: For Gartner employees approaching retirement age, how do you recommend they prepare to make the transition from living off their salary to relying upon other sources of income?

Brian: Dive into a holistic retirement plan.

Q: For Gartner employees who have managed their finances on their own to this point, what would you suggest they consider to help them decide if they should begin working with a financial advisor at this stage in their lives?

Brian: Pre-retirement, the focus is almost exclusively on accumulation planning and risk management. As you approach retirement, you have to think about many different nuances and choices that you have never had to consider before, especially taxation of retirement assets as you distribute them. I advise people to consider setting up a consultation with a retirement specialist who only works with people in the same stage of life.

Q: What are some of the unique financial planning challenges you commonly see among your clients who are Gartner employees and how do you help them overcome these obstacles?

Brian: How do they take a distribution from their 401k, how do they handle the stock accumulation, and whether there is a way to sell that stock in a tax-advantaged way? I also see many people wanting to retire before 65 but do not know how to solve affordable health insurance. There are tax credits out there that can be used towards this objective.

Q: What questions do you recommend Gartner employees ask financial advisors they’re considering hiring to help them decide if they’re a good fit?

Brian: Do they specialize in working with people like me in my stage of life? Do they have experience in working with people at Gartner?

Q: Is there anything that comes up frequently in your initial meeting with Gartner employees that surprises you?

Brian: How to handle the 401k plan.

Q: For highly compensated Gartner employees and executives, are there any special benefits you believe it’s important to take into consideration when preparing their financial plan?

Brian: ESOP, after-tax 401k contribution, and pre-65 health insurance when retiring.

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