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
IllinoisAccentureAlight (Hewitt) SDBA
IllinoisAmerican AirlinesFidelity BrokerageLink
IllinoisAmerican Library AssociationTIAA
IllinoisAmerican Society For ClinicalTIAA
IllinoisAstellas USFidelity BrokerageLink
IllinoisAT&TFidelity BrokerageLink
IllinoisAugustana CollegeTIAA
IllinoisBenedictine UniversityTIAA
IllinoisBenet AcademyTIAA
IllinoisBradley UniversityTIAA
IllinoisCaterpillar, Inc.Alight (Hewitt) SDBA
IllinoisCity of Chicago 457Schwab PCRA
IllinoisColumbia College ChicagoTIAA
IllinoisDelta AirlinesFidelity BrokerageLink
IllinoisDepaul UniversityTIAA
IllinoisDominican UniversityTIAA
IllinoisFrancis W. Parker SchoolTIAA
IllinoisGreenville UniversityTIAA
IllinoisGrouponFidelity BrokerageLink
IllinoisHome DepotSchwab PCRA
IllinoisIllinois College Of OptometryTIAA
IllinoisIllinois Public SchoolsFidelity BrokerageLink
IllinoisIllinois State UniversityTIAA
IllinoisIllinois Wesleyan UniversityTIAA
IllinoisJohn DeereFidelity BrokerageLink
IllinoisJudson UniversityTIAA
IllinoisLewis UniversityTIAA
IllinoisLockheed Martin CorporationTD Ameritrade SDBA
IllinoisLurie Children's Hospital of ChicagoTIAA
IllinoisMaui JimFidelity BrokerageLink
IllinoisMcKendree UniversityTIAA
IllinoisNestle USA, Inc.TD Ameritrade SDBA
IllinoisNorth Central CollegeTIAA
IllinoisNorth Park UniversityTIAA
IllinoisNorthern Illinois UniversityTIAA
IllinoisNorthrop Grumman CorporationFidelity BrokerageLink
IllinoisNorthwestern UniversityFidelity BrokerageLink / TIAA
IllinoisOlivet Nazarene UniversityTIAA
IllinoisOSF HospitalSchwab PCRA
IllinoisProMedica Health SystemFidelity BrokerageLink
IllinoisRadiological Society of North AmericaTIAA
IllinoisRobert Morris Univ IllinoisTIAA
IllinoisRosalind Franklin UniversityTIAA
IllinoisSaint Anthony HospitalTIAA
IllinoisSaint Xavier UniversityTIAA
IllinoisSears, Roebuck and Co.Alight (Hewitt) SDBA
IllinoisSo. Illinois University - CarbondaleTIAA
IllinoisSo. Illinois University - EdwardsvilleTIAA
IllinoisSouthern Illinois UniversityFidelity BrokerageLink
IllinoisSouthwest Airlines - PilotsSchwab PCRA, Empower Brokerage Services
IllinoisState Street CorporationFidelity BrokerageLink
IllinoisThe University of ChicagoTIAA
IllinoisTIAA-CREF Individual & Institutional ServicesTIAA
IllinoisTrinity Christian CollegeTIAA
IllinoisUnited AirlinesSchwab PCRA, Fidelity BrokerageLink
IllinoisUniversity of ChicagoTIAA (most plans), SDBA, Fidelity BrokerageLink, TD Ameritrade SDBA
IllinoisUniversity of Chicago MedicineTIAA
IllinoisUniversity of IllinoisFidelity BrokerageLink / TIAA
IllinoisUniversity of St. FrancisTIAA
IllinoisWheaton CollegeTIAA
  • 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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