Retirement Plan Overlay Management

Washington D.C.

Washington D.C.

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

StatePlan NameProvider
Washington D.C.American Assoc for Adv ScienceTIAA
Washington D.C.American Association for the Advancement of ScienceTIAA
Washington D.C.American Association of Colleges of NursingTIAA
Washington D.C.American Association of State Colleges and UniversitiesTIAA
Washington D.C.American Association of University Women, Inc.TIAA
Washington D.C.American College of CardiologyTIAA
Washington D.C.American Council for Voluntary International Action InteractionTIAA
Washington D.C.American Council on EducationTIAA
Washington D.C.American Councils for International EducationTIAA
Washington D.C.American Dental Education AssociationTIAA
Washington D.C.American Enterprise InstituteTIAA
Washington D.C.American Geophysical UnionTIAA
Washington D.C.American Inst. for Research in the Behavioral SciencesTIAA
Washington D.C.American Institutes for ResearchTIAA
Washington D.C.American Psychological Assoc.TIAA
Washington D.C.American Public Health AssociationTIAA
Washington D.C.American Rivers Inc.TIAA
Washington D.C.American Society for Engineering EducationTIAA
Washington D.C.American Society for MicrobiologyTIAA
Washington D.C.American Society of HematologyTIAA
Washington D.C.American UniversityTIAA
Washington D.C.Aspen InstituteTIAA
Washington D.C.Assoc of American Med CollegesTIAA
Washington D.C.Associated Universities Inc.TIAA
Washington D.C.Association of American Medical CollegesTIAA
Washington D.C.Association of Public and Land- Grant Universities (APLU)TIAA
Washington D.C.Association of Universities for Research in Astronomy, Inc.TIAA
Washington D.C.Atlantic Council of the United StatesTIAA
Washington D.C.Bnai Brith Youth Organization, Inc.TIAA
Washington D.C.Bricklayers & Trowel Trades Intl Pension Fund Board of TrusteesTIAA
Washington D.C.Brookings InstitutionTIAA
Washington D.C.Capitol Hill Day SchoolTIAA
Washington D.C.Carnegie Institution of WashingtonTIAA
Washington D.C.Catholic University of AmericaTIAA
Washington D.C.Center for Clean Air PolicyTIAA
Washington D.C.Center for Global DevelopmentTIAA
Washington D.C.Center for Strategic and International StudiesTIAA
Washington D.C.Center on Budget and Policy PrioritiesTIAA
Washington D.C.Cesar Chavez Public Charter Schools for Public PolicyTIAA
Washington D.C.Children’s Defense FundTIAA
Washington D.C.Children's National Medical CenterTIAA
Washington D.C.CNFATIAA
Washington D.C.Corp. for Public BroadcastingTIAA
Washington D.C.Council for Advancement & Support of EducationTIAA
Washington D.C.Delon Hampton & Assoc, CharteredTIAA
Washington D.C.George Washington UniversityTIAA
Washington D.C.Georgetown Day School, Inc.TIAA
Washington D.C.Georgetown UniversityTIAA
Washington D.C.Graduate SchoolTIAA
Washington D.C.Hillel the Foundation for Jewish Campus LifeTIAA
Washington D.C.Howard UniversityTIAA
Washington D.C.International City County Management AssociationTIAA
Washington D.C.International Republican InstituteTIAA
Washington D.C.International Research and Exchanges Board Inc.TIAA
Washington D.C.Leadership for Educational EquityTIAA
Washington D.C.Leading Age, Inc.TIAA
Washington D.C.Lowell School, Inc.TIAA
Washington D.C.Marthas Table Inc.TIAA
Washington D.C.Medical Faculty Associates, Inc.TIAA
Washington D.C.Meridian International CenterTIAA
Washington D.C.National Academy of SciencesTIAA
Washington D.C.National Association for the Education of Young ChildrenTIAA
Washington D.C.National Association of CollegeTIAA
Washington D.C.National Caucus and Center on Aging IncTIAA
Washington D.C.National Coalition of Std DirectorsTIAA
Washington D.C.National League of Cities Services, Inc.TIAA
Washington D.C.National Public RadioTIAA
Washington D.C.New AmericaTIAA
Washington D.C.Ocean Conservancy, Inc.TIAA
Washington D.C.Optical Society of AmericaTIAA
Washington D.C.Protestant Episcopal CathedralTIAA
Washington D.C.Radio Free AsiaTIAA
Washington D.C.Sidwell Friends SchoolTIAA
Washington D.C.Smithsonian InstitutionTIAA
Washington D.C.Society for NeuroscienceTIAA
Washington D.C.Society for Science & the PublicTIAA
Washington D.C.Southeastern Universities Research Association, Inc. (Sura)TIAA
Washington D.C.St. John's College High SchoolTIAA
Washington D.C.St. Patrick’s Episcopal DayTIAA
Washington D.C.The Brookings InstitutionTIAA
Washington D.C.The Catholic University of AmericaTIAA
Washington D.C.The Education TrustTIAA
Washington D.C.The Endocrine SocietyTIAA
Washington D.C.The Field School, Inc.TIAA
Washington D.C.The Lab School of WashingtonTIAA
Washington D.C.The Maret SchoolTIAA
Washington D.C.The Seed Public Charter School of Washington, DCTIAA
Washington D.C.The Urban InstituteTIAA
Washington D.C.Trinity Washington UniversityTIAA
Washington D.C.United Nations Foundation, Inc.TIAA
Washington D.C.United Negro College Fund, Inc.TIAA
Washington D.C.Zero to Three National Center for Infants Toddlers and FamiliesTIAA
  • 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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