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
IowaAct, IncTIAA
IowaArconicSchwab PCRA
IowaBuena Vista UniversityTIAA
IowaCedar Rapids Community SchoolsFidelity BrokerageLink
IowaCentral CollegeTIAA
IowaCornell CollegeTIAA
IowaDes Moines Area Community CollegeFidelity BrokerageLink
IowaDrake UniversityTIAA
IowaGrinnell CollegeFidelity BrokerageLink
IowaIowa State UniversityFidelity BrokerageLink / TIAA
IowaJohn DeereFidelity BrokerageLink
IowaKirkwood Community CollegeTIAA
IowaLuther CollegeTIAA
IowaRockwell AutomationFidelity BrokerageLink
IowaSt. Ambrose UniversityTIAA
IowaState of Iowa 457TD Ameritrade SDBA
IowaTrustees of Grinnell CollegeTIAA
IowaUniversity of IowaTIAA
IowaUniversity of Northern IowaFidelity BrokerageLink / TIAA
IowaWartburg CollegeTIAA
IowaWhirpoolTD Ameritrade 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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