Retirement Plan Overlay Management

North Carolina

North Carolina

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
North CarolinaAmerican AirlinesFidelity BrokerageLink
North CarolinaAppalachian State UniversityFidelity BrokerageLink / TIAA
North CarolinaBarton CollegeTIAA
North CarolinaBon SecoursFidelity BrokerageLink
North CarolinaBrevard College CorporationTIAA
North CarolinaBridgestoneFidelity BrokerageLink
North CarolinaCampbell University, Inc.TIAA
North CarolinaCatawba CollegeTIAA
North CarolinaCenter for Creative LeadershipTIAA
North CarolinaCollege FoundationTIAA
North CarolinaDavidson CollegeFidelity BrokerageLink / TIAA
North CarolinaDuke Energy CorporationFidelity BrokerageLink
North CarolinaDuke UniveristyFidelity BrokerageLink
North CarolinaEast Carolina UniversityFidelity BrokerageLink / TIAA
North CarolinaElon UniversityTIAA
North CarolinaFayetteville State UniversityFidelity BrokerageLink / TIAA
North CarolinaForsyth Country Day SchoolTIAA
North CarolinaGardner Webb UniversityTIAA
North CarolinaGuilford CollegeTIAA
North CarolinaHigh Point UniversityTIAA
North CarolinaIngersoll RandFidelity BrokerageLink
North CarolinaLenoir-Rhyne UniversityTIAA
North CarolinaMeredith CollegeTIAA
North CarolinaMethodist UniversityTIAA
North CarolinaMichelinTD Ameritrade
North CarolinaMoses Cone Health SystemFidelity BrokerageLink
North CarolinaNorth Carolina A&T UniversityFidelity BrokerageLink / TIAA
North CarolinaNorth Carolina Central UniversityFidelity BrokerageLink / TIAA
North CarolinaNorth Carolina School of the ArtsFidelity BrokerageLink / TIAA
North CarolinaNorth Carolina State UniversityFidelity BrokerageLink / TIAA
North CarolinaNorth Carolina WesleyanTIAA
North CarolinaNucor Corp.Fidelity BrokerageLink
North CarolinaPitt County Memorial HospitalFidelity BrokerageLink
North CarolinaQueens University of CharlotteTIAA
North CarolinaReynolds & ReynoldsSchwab PCRA
North CarolinaTime WarnerFidelity BrokerageLink
North CarolinaUniversity of North Carolina - AshevilleTIAA
North CarolinaUniversity of North Carolina - Chapel HillTIAA
North CarolinaUniversity of North Carolina - CharlotteTIAA
North CarolinaUniversity of North Carolina - GreensboroTIAA
North CarolinaUniversity of North Carolina - PembrokeTIAA
North CarolinaUniversity of North Carolina - WilmingtonTIAA
North CarolinaUniversity of North Carolina Health Care SystemTIAA
North CarolinaUniversity of North Carolina System (ORP)Fidelity BrokerageLink / TIAA SDBA
North CarolinaWake Forest Baptist Medical CenterTIAA
North CarolinaWake Forest UniversityTIAA
North CarolinaWestern Carolina UniversityTIAA
North CarolinaWingate UniversityTIAA
North CarolinaWinston-Salem State UniversityFidelity BrokerageLink / TIAA
  • 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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