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
GeorgiaAgnes Scott CollegeTIAA
GeorgiaAmazonFidelity BrokerageLink
GeorgiaAnthem Healthcare (Blue Cross)TD Ameritrade SDBA
GeorgiaAT&TFidelity BrokerageLink
GeorgiaAtlanta Allergy and AsthmaTD Ameritrade SDBA
GeorgiaAugusta UniversityFidelity BrokerageLink / TIAA
GeorgiaBAE Systems, Inc.Alight (Hewitt) SDBA
GeorgiaChick-Fil-AFidelity BrokerageLink
GeorgiaChildren's HospitalFidelity BrokerageLink
GeorgiaCisco Systems, Inc.Fidelity BrokerageLink
GeorgiaCity of Alpharetta 457Schwab PCRA
GeorgiaClark Atlanta UniversityTIAA
GeorgiaClayton State UniversityTIAA
GeorgiaCollege of Coastal GeorgiaTIAA
GeorgiaColumbus State UniversityTIAA
GeorgiaDelta AirlinesFidelity BrokerageLink
GeorgiaDuke Energy CorporationFidelity BrokerageLink
GeorgiaEmory ClinicFidelity BrokerageLink / TIAA
GeorgiaEmory HealthcareFidelity BrokerageLink / TIAA
GeorgiaEmory UniversityFidelity BrokerageLink / TIAA
GeorgiaFulton CountyTIAA
GeorgiaGeneral Dynamics (Gulfstream)Fidelity BrokerageLink
GeorgiaGeorgia CollegeFidelity BrokerageLink
GeorgiaGeorgia Gwinnett CollegeTIAA
GeorgiaGeorgia Institute of TechnologyTIAA
GeorgiaGeorgia Southern UniversityTIAA
GeorgiaGeorgia State UniversityTIAA
GeorgiaGeorgia TechFidelity BrokerageLink
GeorgiaGeorgia-PacificAlight (Hewitt) SDBA
GeorgiaGoogle Inc.TD Ameritrade SDBA
GeorgiaGrady MemorialTramsamerica w/ Schwab PCRA
GeorgiaGwinnett County 403bTD Ameritrade
GeorgiaHewlett-Packard CompanyFidelity BrokerageLink
GeorgiaHome DepotSchwab PCRA
GeorgiaHumanaSchwab PCRA
GeorgiaIngersoll Rand/TraneFidelity BrokerageLink
GeorgiaInternational PaperFidelity BrokerageLink
GeorgiaInvescoSchwab PCRA
GeorgiaKaiser PermanenteTD Ameritrade SDBA
GeorgiaKennesaw State UniversityFidelity BrokerageLink / TIAA
GeorgiaKimberly-Clark CorporationAlight (Hewitt) SDBA
GeorgiaKinder MorganEmpower Brokerage Services
GeorgiaLockheed Martin CorporatioTD Ameritrade SDBA
GeorgiaLumen Technologies (CenturyLink)Schwab PCRA
GeorgiaMcKesson CorporationFidelity BrokerageLink
GeorgiaMedical College of GeorgiaFidelity BrokerageLink
GeorgiaMercer UniversityTIAA
GeorgiaMiddle Georgia State CollegeTIAA
GeorgiaMorehouse CollegeTIAA
GeorgiaMunicipal Electric Authority (MEAG) of GeorgiaFidelity BrokerageLink
GeorgiaNCRFidelity BrokerageLink
GeorgiaNewell- RubbermaidFidelity BrokeageLink
GeorgiaNorthrop Grumman CorporAlight (Hewitt) SDBA
GeorgiaNorthside HospitalFidelity BrokerageLink
GeorgiaPhoebe Putney HealthSchwab PCRA
GeorgiaPiedmont HospitalFidelity BrokerageLink
GeorgiaSalesForceFidelity BrokerageLink
GeorgiaSavannah College of Art & DesignTIAA
GeorgiaSiemens CorporationAlight (Hewitt) SDBA
GeorgiaSouthern & CompanyFidelity BrokerageLink
GeorgiaSpelman CollegeTIAA
GeorgiaSt. Joseph's HealthcareSchwab PCRA
GeorgiaState of GeorgiaAlight (Hewitt) SDBA
GeorgiaThe Lovett SchoolTIAA
GeorgiaThyssenKruppFidelity BrokerageLink
GeorgiaTime WarnerFidelity BrokerageLink
GeorgiaTrinity Health CareSchwab PCRA
GeorgiaTropicana Pepsico (Frit-o-Lay)Fidelity BrokerageLink
GeorgiaUnited Healthcare GroupFidelity BrokerageLink
GeorgiaUniversity of GeorgiaFidelity BrokerageLink / TIAA
GeorgiaUPS (most plans)TD Ameritrade SDBA or Fidelity BrokerageLink
GeorgiaValdosta State UniversityTIAA
GeorgiaWalker School, TheTIAA
GeorgiaYKKSchwab PCRA
  • 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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