MATRIX360® Association and Not-for-Profit Executive Retirement Planning Services

The Connemara Group advisors provide MATRIX360® association and not-for-profit executive retirement planning services as part of the firm’s broader suite of MATRIX360® financial planning and investment advisory services.

Certain The Connemara Group advisors have significant training and experience in working with local as well as national association and not-for-profit executives and senior level academics. Firm advisors have significant experience in working with clients with TIAA 403(b) accounts as well as other types of accounts and benefits commonly found in use at prominent local as well as national associations and academic institutions.

Whether or not to roll over all or part of defined contribution employer qualified retirement plans (403(b)s, etc.) and how to manage and structure various other benefits in conjunction with private sector defined benefit pension plans are considered and discussed with clients as part of the firm’s MATRIX360® financial planning services and MATRIX360® investment advisory services offerings.

As with most post-retirement decisions involving employer qualified retirement plans, careful consideration must be given, and numerous factors must be weighted in deciding whether to roll over private sector employer defined contribution qualified retirement accounts to Individual Retirement Arrangements (IRAs). The Connemara Group’s MATRIX360® professional and executive planning services incorporate the use of careful questioning and fiduciary software applications to help assess whether full or partial rollovers might be warranted as specific points in time during the retirement phase.