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
IndianaAlcoaSchwab PCRA
IndianaAmazonFidelity BrokerageLink
IndianaAmerican Electric Power (AEP Energy)Empower Brokerage Services
IndianaAnderson UniversityTIAA
IndianaAT&TFidelity BrokerageLink
IndianaBall State UniversityTIAA
IndianaButler UniversityTIAA
IndianaDepauw UniversityTIAA
IndianaDuke Energy CorporationFidelity BrokerageLink
IndianaEarlham CollegeTIAA
IndianaEli Lilly and CompanyAlight (Hewitt) SDBA
IndianaFirstEnergy CorpFidelity BrokerageLink
IndianaFranklin College of IndianaFidelity BrokerageLink / TIAA
IndianaIndiana State UniversityTIAA
IndianaIndiana UniversityFidelity BrokerageLink
IndianaIndiana Wesleyan UniversityTIAA
IndianaMarathon PetroleumFidelity BrokerageLink
IndianaMethodist HospitalFidelity BrokerageLink
IndianaNCAAFidelity BrokerageLink
IndianaPurdue UniversityFidelity BrokerageLink
IndianaRoche USFidelity BrokerageLink
IndianaSt. Joseph HospitalFidelity BrokerageLink
IndianaTaylor UniversityTIAA
IndianaTime WarnerFidelity BrokerageLink
IndianaUniversity HospitalFidelity BrokerageLink
IndianaUniversity of EvansvilleTIAA
IndianaUniversity of IndianapolisTIAA
IndianaUniversity of Southern IndianaTIAA
IndianaValparaiso UniversityTIAA
IndianaVincennes UniversityTIAA
IndianaWabash 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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