Retirement Plan Overlay Management



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
FloridaAmazonFidelity BrokerageLink
FloridaAmerican AirlinesFidelity BrokerageLink
FloridaArdent HealthSchwab PCRA
FloridaAscension HealthSchwab PCRA
FloridaAT&TFidelity BrokerageLink
FloridaBaptist HealthTrans w/Schwab PCRA
FloridaBarry UniversityTIAA
FloridaBenjamin School, TheTIAA
FloridaBethune Cookman UniversityTIAA
FloridaBlue Cross Blue Shield of FLFidelity BrokerageLink
FloridaBroward Co Sheriff 457Schwab PCRA
FloridaBrown & Brown InsuranceSchwab PCRA
FloridaCentral Florida Health AllianceFidelity BrokerageLink
FloridaChick-Fil-AFidelity BrokerageLink
FloridaChristopher Columbus BoysTIAA
FloridaCity of Oakland Park 457TD Ameritrade SDBA
FloridaClearwater Chritian CollegeFidelity BrokerageLink
FloridaCleveland ClinicFidelity BrokerageLink
FloridaDelta AirlinesFidelity BrokerageLink
FloridaDuke Energy CorporationFidelity BrokerageLink
FloridaEckerd CollegeTIAA
FloridaEdison State CollegeFidelity BrokerageLink
FloridaElectronic Arts (EA) SportsSchwab PCRA
FloridaEmbry-Riddle Aeronautical UnivTIAA
FloridaEngility CorpTD Ameritrade SDBA
FloridaAdventist Health FL HospitalsAlight (Hewitt) SDBA
FloridaFlagler CollegeTIAA
FloridaFlagler HospitalFidelity BrokerageLink
FloridaFlorida Atlantic UniversityFidelity BrokerageLink / TIAA
FloridaFlorida Deferred Comp 457Schwab PCRA
FloridaFlorida Gulf Coast UniversityTIAA
FloridaFlorida International UniversityFidelity BrokerageLink / TIAA
FloridaFlorida Southern CollegeTIAA
FloridaFlorida State UniversityTIAA
FloridaGulf Coast Community CollegeFidelity BrokerageLink
FloridaHilton HotelsSchwab PCRA
FloridaHome DepotSchwab PCRA
FloridaHumanaSchwab PCRA
FloridaJackson Memorial HospitalFidelity BrokerageLink
FloridaJacksonville Deferred CompTD Ameritrade SDBA
FloridaJetBlueSchwab PCRA
FloridaLee Memorial Health SystemFidelity BrokerageLink
FloridaLockheed Martin CorporationTD Ameritrade SDBA
FloridaLumen Technologies (CenturyLink)Schwab PCRA
FloridaMastercardTD Ameritrade SDBA
FloridaMayo ClinicFidelity BrokerageLink
FloridaMednaxFidelity BrokerageLink
FloridaMedtronicFidelity BrokerageLink
FloridaMiami Beach 457Schwab PCRA
FloridaMiami Country Day SchoolTIAA
FloridaMiami Dade Community CollegeFidelty BrokerageLink
FloridaMiami Deferred Comp 457Schwab PCRA
FloridaMiami-Dade 457Schwab PCRA
FloridaNCRFidelity BrokerageLink
FloridaNorthrop Grumman CorporAlight (Hewitt) SDBA
FloridaNova Southeastern UniversityTIAA
FloridaOffice DepotFidelity BrokerageLink
FloridaOracle CorporationFidelity BrokerageLink
FloridaPalm Beach Co 457Schwab PCRA
FloridaPalm Beach Community CollegeFidelity BrokerageLink
FloridaPalmer Trinity SchoolTIAA
FloridaPensacola Junior CollegeFidelity BrokerageLink
FloridaPine Crest Preparatory SchoolTIAA
FloridaPolk County Community CollegeFidelity BrokerageLink
FloridaRingling College of Art and DesignTIAA
FloridaRollins CollegeFidelity BrokerageLink
FloridaSanta Fe CollegeTIAA
FloridaSAP AmericaTD Ameritrade SDBA
FloridaSiemens CorporationAlight (Hewitt) SDBA
FloridaSouthwest Airlines Co. (PiloJP Morgan / CISC
FloridaSpirit Airlines (Pilots only)Schwab PCRA
FloridaSt. John's River Community CollegeFidelity BrokerageLink
FloridaSt. Lucie CountyTIAA
FloridaSt. Mary's HealthcareTrans w/Schwab PCRA
FloridaSt. Petersburg General HospitalFidelity BrokerageLink
FloridaSt. Thomas UniversityTIAA
FloridaState of Florida DCPSchwab PCRA
FloridaState University System ORPTIAA SDBA/Valic
FloridaStetson UniversityFidelity BrokerageLink
FloridaTenet Healthcare CorporatiFidelity BrokerageLink
FloridaThe City of LakelandTIAA
FloridaThe University of TampaTIAA
FloridaThyssenKruppFidelity BrokerageLink
FloridaTropicana PepsicoFidelity BrokerageLink
FloridaUnited Healthcare GroupFidelity BrokerageLink
FloridaUniversity of Central FloridaTIAA
FloridaUniversity of FloridaTIAA
FloridaUniversity of MiamiFidelity BrokerageLink / TIAA
FloridaUniversity of North FloridaFidelity BrokerageLink / TIAA
FloridaUniversity of South FloridaTIAA
FloridaUniversity of West FloridaTIAA
FloridaVisa Inc.Fidelity BrokerageLink
  • 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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