Retirement Plan Overlay Management
National
National
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
| State | Plan Name | Provider |
|---|---|---|
| National | ACCENTURE LLP | Alight (Hewitt) SDBA |
| National | Adobe Systems | TD Ameritrade SDBA |
| National | Adventists Health (AHRP) | Alight (Hewitt) SDBA |
| National | AEGON USA, LLC | Schwab PCRA |
| National | Air Products and Chemicals, | Fidelity BrokerageLink |
| National | Alaska Airlines Co. (pilots) | Fidelity BrokerageLink |
| National | Alcatel-Lucent | Alight (Hewitt) SDBA |
| National | Alcoa Inc. | Schwab PCRA |
| National | Allianz of America Corporat | Alight (Hewitt) SDBA |
| National | Amazon | Fidelity BrokerageLink |
| National | America West Holdings Cor | Fidelity BrokerageLink |
| National | American Airlines | Fidelity BrokerageLink |
| National | American BAR Association | TD Ameritrade SDBA SDBA |
| National | AOL Inc. | Fidelity BrokerageLink |
| National | AON Corporation | Alight (Hewitt) SDBA |
| National | Apple, Inc. | Schwab PCRA |
| National | Asante Health | Schwab PCRA |
| National | AT&T | Fidelity BrokerageLink |
| National | Atlas Air | Fidelity BrokerageLink |
| National | Avaya, Inc. | Fidelity BrokerageLink |
| National | BAE Systems, Inc. | Alight (Hewitt) SDBA |
| National | Banner Health | Fidelity BrokerageLink |
| National | Baxter International, Inc. | Schwab PCRA |
| National | BB&T | TD Ameritrade SDBA |
| National | Blue Cross/Blue Shield (cert | Fidelity BrokerageLink |
| National | Booz Allen Hamilton, Inc. | TD Ameritrade SDBA |
| National | Brown & Brown Insurance | Schwab PCRA |
| National | Cadence Design Systems, Inc. | JP Morgan / CISC |
| National | Caterpillar, Inc. | Alight (Hewitt) SDBA |
| National | Chevron | Fidelity BrokerageLink |
| National | Chick-Fil-A | Fidelity BrokerageLink |
| National | Cisco Systems, Inc. | Fidelity BrokerageLink |
| National | Clorox | TD Ameritrade SDBA |
| National | Constellation Brands | TD Ameritrade SDBA |
| National | Continental Airlines, Inc. | Alight (Hewitt) SDBA or Schwab PCRA |
| National | Danaher Corporation | Fidelity BrokerageLink |
| National | Deere & Company | Fidelity BrokerageLink |
| National | Delta Air Lines, Inc. (All Plans) | Fidelity BrokerageLink |
| National | Devon Energy Corporation | Fidelity BrokerageLink |
| National | DIRECTV | TD Ameritrade SDBA |
| National | Dow Chemical | Fidelity BrokerageLink |
| National | Duke Energy Corporation | Fidelity BrokerageLink |
| National | Eastman Chemical Company | Fidelity BrokerageLink |
| National | Electronic Arts (EA) Sports | Schwab PCRA |
| National | Electronic Data Systems, LLC | Schwab PCRA |
| National | Eli Lilly and Company | Alight (Hewitt) SDBA |
| National | Energy Future Holdings Cor | Fidelity BrokerageLink |
| National | Engility Corp | TD Ameritrade SDBA |
| National | Expedia, Inc. | Fidelity BrokerageLink |
| National | Fair Isaac | Fidelity BrokerageLink |
| National | Fluor Corporation | Alight (Hewitt) SDBA |
| National | Fortive Corporation | Fidelity BrokerageLink |
| National | Frontier Communications | Fidelity BrokerageLink |
| National | Fujitsu Management Servic | Fidelity BrokerageLink |
| National | Fujitsu Management Service | Fidelity BrokerageLink |
| National | General Dynamics | Fidelity BrokerageLink |
| National | General Mills, Inc. | Alight (Hewitt) SDBA |
| National | Georgia-Pacific | Alight (Hewitt) SDBA |
| National | Goodrich Corporation | Fidelity BrokerageLink |
| National | Google Inc. | TD Ameritrade SDBA |
| National | Grady Memorial Hospital (4 | Schwab PCRA |
| National | Groupon | Fidelity BrokerageLink |
| National | H&R Block, Inc. | Fidelity BrokerageLink |
| National | Harley-Davidson | Fidelity BrokerageLink |
| National | Harris Corp. | Fidelity BrokerageLink |
| National | Hewlett-Packard Company | Fidelity BrokerageLink |
| National | Hilton Hotels | Schwab PCRA |
| National | Home Depot | Schwab PCRA |
| National | Humana, Inc. | Schwab PCRA |
| National | Ingersol-Rand | Fidelity BrokerageLink |
| National | Ingram Micro | Fidelity BrokerageLink |
| National | International Paper Company | Empower Brokerage Services |
| National | Intuit, Inc. | Schwab PCRA |
| National | JetBlue | Schwab PCRA |
| National | Kimberly-Clark Corporation | Alight (Hewitt) SDBA |
| National | Kinder Morgan | Empower Brokerage Services |
| National | Koch Industries Inc. | Alight (Hewitt) SDBA |
| National | Kodak | Schwab PCRA |
| National | Lam Research | Fidelity BrokerageLink |
| National | Lawrence Livermore National Laboratory | Fidelity BrokerageLink |
| National | Legacy Health Service | TD Ameritrade SDBA |
| National | Limited Brands, Inc. | Alight (Hewitt) SDBA |
| National | LinkedIn Corporation | Fidelity BrokerageLink |
| National | Lockheed Martin Corporatio | TD Ameritrade SDBA |
| National | Lumen Technologies (CenturyLink)/Qwest CommunicationsInternational Inc. | Schwab PCRA |
| National | Marathon Petroleum Comp | Fidelity BrokerageLink |
| National | Mastercard | TD Ameritrade SDBA |
| National | Mayo Clinic | Fidelity BrokerageLink |
| National | McKesson Corporation | Fidelity BrokerageLink |
| National | MedAmerica, Inc. | Schwab PCRA |
| National | Mednax | Fidelity BrokerageLink |
| National | Medtronic | Fidelity BrokerageLink |
| National | Merck | Fidelity BrokerageLink |
| National | Micron Technologies | Fidelity BrokerageLink |
| National | Nationwide Mutual Insurance | Fidelity BrokerageLink |
| National | NCR | Fidelity BrokerageLink |
| National | Nestle USA, Inc. | TD Ameritrade SDBA |
| National | Netflix, Inc. | Fidelity BrokerageLink |
| National | Newell- Rubbermaid | Fidelity BrokeageLink |
| National | Nike | Fidelity BrokerageLink |
| National | NOKIA, INC. | Fidelity BrokerageLink |
| National | Northeast Utilities Service | Fidelity BrokerageLink |
| National | Northrop Grumman Corpor | Fidelity BrokerageLink |
| National | Nucor Corporation | Fidelity BrokerageLink |
| National | NuStar GP, LLC | Schwab PCRA |
| National | NVIDIA | Fidelity BrokerageLink |
| National | Office Depot | Fidelity BrokerageLink |
| National | Oldcastle Materials, Inc. | Fidelity BrokerageLink |
| National | Oracle Corporation | Fidelity BrokerageLink |
| National | OrbitalATK | Fidelity BrokerageLink |
| National | PayPal, Inc. | Schwab PCRA |
| National | Piedmont Hospital (401k) | Fidelity BrokerageLink |
| National | Qualcomm 401k | Fidelity BrokerageLink |
| National | QVC, Inc. | Fidelity BrokerageLink |
| National | RBC USA Holding Corporation | Fidelity BrokerageLink |
| National | Reed Elsevier, Inc. | Empower Brokerage Services |
| National | Reynolds American, Inc. | Fidelity BrokerageLink |
| National | Roche & Genentech, Inc. | Fidelity BrokerageLink |
| National | Rural Electric Cooperative Association (NRECA - most co-ops) | TD Ameritrade SDBA |
| National | Sanmina | Fidelity BrokerageLink |
| National | Sanofi U.S. Inc. | Schwab PCRA |
| National | SAP America | TD Ameritrade SDBA |
| National | Schlumberger Technology Co | Alight (Hewitt) SDBA |
| National | Sears, Roebuck and Co. | Alight (Hewitt) SDBA |
| National | Shell Oil Company | Fidelity BrokerageLink |
| National | Siemens Corporation | Alight (Hewitt) SDBA |
| National | Smiths Group Services Corp | Fidelity BrokerageLink |
| National | Southwest Airlines Co. (Pilots) | Schwab PCRA |
| National | Spirit Airlines (Pilots only) | Schwab PCRA |
| National | Sprint Nextel Corporation | Fidelity BrokerageLink |
| National | SRA International, Inc. | Fidelity BrokerageLink |
| National | State Street Corporation | Fidelity BrokerageLink |
| National | Taylor Made | Schwab PCRA |
| National | Teledyne Technologies Inc. | Fidelity BrokerageLink |
| National | Tenet Healthcare Corporation | Fidelity BrokerageLink |
| National | Teradyne, Inc. & Subsidiarie | Fidelity BrokerageLink |
| National | Texas Instruments Incorporated | Fidelity BrokerageLink |
| National | The American National Red Cross | Alight (Hewitt) SDBA |
| National | The Charles Schwab Corporation | Schwab PCRA |
| National | The Goodyear Tired & Rubber | Schwab PCRA |
| National | The Interpublic Group of Co | Empower Brokerage Services |
| National | The McGraw-Hill Companies | Alight (Hewitt) SDBA |
| National | The Permanente Medical Group | Fidelity BrokerageLink |
| National | The Permanente Northwest | Fidelity BrokerageLink |
| National | The Progressive Corporation and Participating Subsidiaries | Fidelity BrokerageLink |
| National | The Travelers Companies, Inc. | Fidelity BrokerageLink |
| National | The Williams Companies, Inc. | Fidelity BrokerageLink |
| National | Time Warner Cable, Inc. | Fidelity BrokerageLink |
| National | Time Warner, Inc. | Fidelity BrokerageLink |
| National | Unilever United States, Inc. | Fidelity BrokerageLink |
| National | United Air Lines, Inc. (all non-pilots) | Fidelity BrokerageLink |
| National | United Air Lines, Inc. (Pilots) | Schwab PCRA |
| National | United Healthcare Group | Fidelity BrokerageLink |
| National | United Launch Alliance | TD Ameritrade SDBA |
| National | UPS (most plans) | TD Ameritrade SDBA / Fidelity BrokerageLink |
| National | US Airways, Inc. | Fidelity BrokerageLink |
| National | Visa Inc. | Fidelity BrokerageLink |
| National | VMWare | Fidelity BrokerageLink |
| National | Whole Foods Market | Fidelity BrokerageLink |
| National | Workday, Inc. | Fidelity BrokerageLink |
| National | Xilinx | Schwab PCRA |
- 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.
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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