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
Minnesota3MSchwab PCRA
MinnesotaBarry-Wehmiller Co.Schwab PCRA
MinnesotaBethel UniversityTIAA
MinnesotaCargill Partnership 401kTD Ameritrade SDBA
MinnesotaCarleton CollegeTIAA
MinnesotaCerntraCare Health SystemFidelity BrokerageLink
MinnesotaCollege of St BenedictTIAA
MinnesotaConcordia College CorporationTIAA
MinnesotaGeneral Mills, Inc.Alight (Hewitt) SDBA / PCRA
MinnesotaHamline UniversityTIAA
MinnesotaHealthEast - FidelityFidelity BrokerageLink
MinnesotaMacalester CollegeTIAA
MinnesotaMayo ClinicFidelity BrokerageLink
MinnesotaMedtronic 401kFidelity BrokerageLink
MinnesotaMinnesota DC 457 (Minnesota State Retirement System)TD Ameritrade SDBA
MinnesotaMinnesota Historical SocietyTIAA
MinnesotaMinnesota StateTIAA
MinnesotaNorth Memorial HealthcareSchwab PCRA
MinnesotaPark Nicollet Health SystemFidelity BrokerageLink
MinnesotaSchwan Food CompanyFidelity BrokerageLink
MinnesotaShattuck St. Mary's SchoolTIAA
MinnesotaSt. Catherine UniversityTIAA
MinnesotaSt. Cloud Medical GroupFidelity BrokerageLink
MinnesotaSt. Johns University - Order of St. BenedictTIAA
MinnesotaSt. Luke's Hospital (Duluth)Fidelity BrokerageLink
MinnesotaSt. Olaf CollegeTIAA
MinnesotaSt. Paul Academy & SummitTIAA
MinnesotaSuperValu (Cub Foods)TD Ameritrade SDBA
MinnesotaThe Blake SchoolTIAA
MinnesotaUnitedHealth Group 401(k) Savings PlanFidelity BrokerageLink
  • 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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