MATRIX360® Professional and Executive Retirement Planning Services

The Connemara Group advisors provide MATRIX360® professional and executive planning services as part of the firm’s broader suite of MATRIX360® financial planning and investment advisory services.

Most senior level The Connemara Group advisors have significant experience in working with local as well as national private sector professionals (attorneys, physicians, dentists, architects, software engineers and developers, and others) and executives (including mid-level, senior level, and C-suite) and their families in helping them to make well-informed, educated decisions regarding their retirement planning.

Whether or not to roll over all or part of employer qualified retirement plans (401(k)s, etc.) and how to manage and structure various other benefits (deferred compensation arrangements, restricted stock and/or restricted stock units (RSUs), nonqualified stock options (NSOs), incentive stock options (ISOs), performance share awards (PSAs), employee stock purchase plans (ESPPs), Employee Stock Ownership Plans (ESOPs), Net Unrealized Appreciation (NUA) rules, etc.) 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.