Do you work at Gartner?
Get expert insights from financial advisors who specialize in helping Gartner employees and executives make the most of their compensation package and benefits.
Looking for a financial advisor who specializes in working with Gartner employees? You’re in the right place. Below, you’ll find advisors who understand Gartner benefits and compensation — along with their answers to common financial questions from Gartner employees and executives.
Whether you recently joined Gartner or you’ve advanced into a management or executive leadership role over a multi-year career, making smart decisions about your income and Gartner benefits can have a lasting impact on your financial future. For example:
✅ Do you know the right moves 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 in a few years, are you taking the right steps today to receive all the compensation and benefits you’ve earned?
Key Takeaways
After-Tax 401(k) Contributions Converted to Roth Are Gartner’s Most Underused Benefit
Gartner employees can make after-tax 401(k) contributions and convert them to Roth each year, so growth and distributions become tax-free instead of taxable.
Gartner Employees Retiring Before 65 Can Use Tax Credits Toward Health Insurance
Many want to retire early but don’t know how to afford health coverage before Medicare. Tax credits can help make pre-65 health insurance more affordable.
Plan How to Take 401(k) Distributions and Sell Accumulated Gartner Stock
Deciding how to draw from the 401(k) and whether accumulated company stock can be sold in a tax-advantaged way are common challenges as Gartner employees approach retirement.
Why Gartner Employees Work with a Specialist Financial Advisor
Throughout the year, Gartner provides its employees and executives with updates about their benefits, ranging from health insurance and health savings accounts to retirement plans like a 401(k) with an after-tax contribution option — along with an employee stock purchase plan and equity awards. 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.
Gartner is headquartered in Stamford, Connecticut, and has major U.S. offices in places including Fort Myers, Florida; Irving, Texas; and Arlington, Virginia. Whether you work at one of those sites, another office, 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.
Sensitive topics — like 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.
Should You Hire a Gartner Specialist or a Local Financial Advisor?
You’ll likely find dozens of nearby financial advisors well-suited to help you reach your money goals with a personalized plan. But it can be harder to find a financial advisor who specializes in serving Gartner employees. Fortunately, many financial advisors offer virtual services, so you can meet online no matter where you (or they) live — which means you can hire a specialist financial advisor who lives hundreds of miles away if their knowledge and experience working with Gartner employees is the better fit for your unique needs.
💡 In the Q&A below, you’ll gain insights from financial advisors who work with Gartner employees to help them make smart decisions, get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.
🙋♀️ Have a question not yet answered? Use the form below to submit your question. You can also contact financial advisors directly to set up an introductory call or contact them with your questions.
Q&A: Financial Planning Tips for Gartner Employees & Executives
In this section, you’ll learn how you can make the most of your Gartner employee benefits and gain valuable tips from financial advisors who specialize in working with Gartner employees and executives.
Financial Advisor Q&A · Gartner Employees
Brian Skinner, CFP®, CRPC®
Skinner Wealth Strategies · Milford, CT · Serves clients nationwide
Tax Sensitive Financial Planning for Individuals and Couples age 50+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.
QWhen 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?
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.
QIs there a particular benefit available to Gartner employees you feel isn’t as well utilized or understood by employees as it should be?
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.
QBeyond 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?
HSA plans, stock options, the ESOP savings plan, life insurance benefits, and disability benefits.
QFor Gartner employees thinking about leaving the company to accept a job elsewhere, what actions do you recommend they take before resigning and shortly thereafter?
Analyze the total compensation being offered at Gartner, the value of the benefits, and how they can be utilized are underappreciated.
QFor 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?
Dive into a holistic retirement plan.
QFor 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?
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.
QWhat 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?
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.
QWhat questions do you recommend Gartner employees ask financial advisors they’re considering hiring to help them decide if they’re a good fit?
Do they specialize in working with people like me in my stage of life? Do they have experience in working with people at Gartner?
QIs there anything that comes up frequently in your initial meeting with Gartner employees that surprises you?
How to handle the 401k plan.
QFor 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?
ESOP, after-tax 401k contribution, and pre-65 health insurance when retiring.
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About the Author
Brian Thorp
Founder & CEO, Wealthtender · Editor-in-Chief
Brian Thorp is the founder and CEO of Wealthtender and serves as Editor-in-Chief. With over 25 years in the financial services industry — including nearly 22 years at Invesco, where he led strategic partnerships with wealth management firms representing more than $100 billion in assets — Brian founded Wealthtender to help people find financial advisors they can trust and make more informed money decisions.
A member of the National Society of Compliance Professionals and its SEC Marketing Rule Working Group, Brian was recognized by WealthManagement.com as one of its “Ten to Watch in 2024” for his work reshaping how financial advisors market their services. He holds a B.B.A. in Finance from The University of Texas at Austin.
Brian and his wife live in Austin, Texas.