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
KansasAscension HealthSchwab PCRA
KansasBlack & VeatchSchwab PCRA
KansasCernerFidelity BrokerageLink
KansasCSC (Computer Services Corporation)Fidelity BrokerageLink
KansasEmporia State UniversityTIAA
KansasFort Hays State UniversityTIAA
KansasHOK Group, IncSchwab PCRA
KansasHome DepotSchwab PCRA
KansasJohnson County Community CollegeTIAA
KansasKansas Athletics, Inc.TIAA
KansasKansas State UniversityFidelity BrokerageLink / TIAA
KansasKansas Wesleyan UniversityTIAA
KansasMenninger FoundationFidelity BrokerageLink
KansasNestle USA, Inc.TD Ameritrade SDBA
KansasOlathe Health SystemFidelity BrokerageLink
KansasPittsburgh State UniversityFidelity BrokerageLink
KansasRR DonnellyAlight (Hewitt) SDBA
KansasSt. Lukes HospitalSchwab PCRA
KansasState of Missouri (Missouri State Employees' Retirement System MOSER)TD Ameritrade SDBA
KansasState Street CorporationFidelity BrokerageLink
KansasStormont-Vail HealthcareSchwab PCRA
KansasTime Warner CableFidelity BrokerageLink
KansasUnited Healthcare GroupFidelity BrokerageLink
KansasUniversity of Kansas / Medical CenterFidelity BrokerageLink / TIAA
KansasVia Christi HealthFidelity BrokerageLink
KansasWashburn UniversityTIAA
KansasWichita State UniversityTIAA
  • 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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