Retirement Plan Overlay Management

New Jersey

Historically, retirement plan participants have been expected to manage their own accounts using the investment options offered in the company plan. However, according to a recent survey by the Employee Benefit Research Institute, 67% of plan participants would prefer to get guidance from a professional when selecting plan investments. Q3 has developed a solution to manage individual client accounts in a wide range of retirement plans.

Area Plans

State	Plan Name	Provider
New Jersey	Air Products	Fidelity BrokerageLink
New Jersey	Atlantic Cape Community College	TIAA
New Jersey	Bay Health	TDAmeritrade SDBA
New Jersey	Benedictine Abbey of Newark	TIAA
New Jersey	Bergen Community College	TIAA
New Jersey	Blair Academy	TIAA
New Jersey	Bloomfield College and Seminary	TIAA
New Jersey	Bridgeton Hospital	Fidelity BrokerageLink
New Jersey	Brookdale Community College	TIAA
New Jersey	Caldwell University	TIAA
New Jersey	Camden County College	TIAA
New Jersey	Centenary University	TIAA
New Jersey	College of Saint Elizabeth	TIAA
New Jersey	County College of Morris	TIAA
New Jersey	Cumberland County College	TIAA
New Jersey	Danaher Corporation	Fidelity BrokerageLink
New Jersey	Drew University	TIAA
New Jersey	Essex County College	TIAA
New Jersey	Fairleigh Dickinson University	TIAA
New Jersey	Georgian Court University	TIAA
New Jersey	Gill/St. Bernard's School	TIAA
New Jersey	Hackensack Meridian Health	TIAA
New Jersey	Hun School of Princeton	TIAA
New Jersey	Hunterdon Medical Center	Fidelity BrokerageLink
New Jersey	Institute for Advanced Study	TIAA
New Jersey	International Schools Services	TIAA
New Jersey	Jefferson Health New Jersey	TIAA
New Jersey	Kean University	TIAA
New Jersey	Kent Place School	TIAA
New Jersey	Lawrenceville School	TIAA
New Jersey	Mercer County Community College	TIAA
New Jersey	Middlesex County College	TIAA
New Jersey	Monmouth University	Fidelity BrokerageLink / TIAA
New Jersey	Montclair State University	TIAA
New Jersey	Morristown Beard School	TIAA
New Jersey	New Jersey City University	TIAA
New Jersey	New Jersey Institute of Technology	TIAA
New Jersey	Ocean County Vocational College	Fidelity BrokerageLink / TIAA
New Jersey	Passaic County Community College	TIAA
New Jersey	Peddie School	TIAA
New Jersey	Pingry Corporation	TIAA
New Jersey	Princeton Day School	TIAA
New Jersey	Princeton University	TIAA
New Jersey	Ramapo College of New Jersey	TIAA
New Jersey	Raritan Valley Community College	TIAA
New Jersey	Rider University	TIAA
New Jersey	Robert Wood Johnson Foundation	TIAA
New Jersey	Rowan College at Burlington Cnty	TIAA
New Jersey	Rowan College at Gloucester	TIAA
New Jersey	Rowan University	TIAA
New Jersey	Rutgers Preparatory School	TIAA
New Jersey	Rutgers University	TIAA
New Jersey	Saint Gobain	Fidelity BrokerageLink
New Jersey	Saint Peter's Health Care System	TIAA
New Jersey	Saint Peter's University	TIAA
New Jersey	Salem Community College	TIAA
New Jersey	Seton Hall University	Fidelity BrokerageLink / TIAA
New Jersey	Sri International	TIAA
New Jersey	State of New Jersey Transit	Prudential SDBA
New Jersey	Stevens Institute of Technology	TIAA
New Jersey	Stockton University	TIAA
New Jersey	Sussex County Community College	TIAA
New Jersey	The College of New Jersey	TIAA
New Jersey	Thomas Edison State University	TIAA
New Jersey	TIAA	TIAA
New Jersey	Union County College	TIAA
New Jersey	University Hospital	TIAA
New Jersey	Westinghouse	Alight (Hewitt) SDBA

The list above only reflects large regional plans, contact us if you would like us to manage a plan not shown.
Plan rules are subject to change, please contact us to confirm that a listed plan can still be managed.
In addition to the list above most Public School 403b accounts in the United States can be managed.

Some companies have a national presence. Click the link below to view plans that exist in many regions of the country.

View National Plans

Getting Started

Retirement Plan Management Made Easy

One of the highlights of this opportunity is that virtually any working client might be a prospect. You don’t even have to talk to the plan sponsor, since the assets remain in the plan and the participants sign up for the service direct. Simply ask existing clients & prospects if they would like you to review their retirement account.

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Retirement Plan Overlay Management

New Jersey

New Jersey

Area Plans

Some companies have a national presence. Click the link below to view plans that exist in many regions of the country.

Getting Started

Retirement Plan Management Made Easy

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