Retirement Plan Overlay Management

New Jersey

New Jersey

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
New JerseyAir ProductsFidelity BrokerageLink
New JerseyAtlantic Cape Community CollegeTIAA
New JerseyBay HealthTDAmeritrade SDBA
New JerseyBenedictine Abbey of NewarkTIAA
New JerseyBergen Community CollegeTIAA
New JerseyBlair AcademyTIAA
New JerseyBloomfield College and SeminaryTIAA
New JerseyBridgeton HospitalFidelity BrokerageLink
New JerseyBrookdale Community CollegeTIAA
New JerseyCaldwell UniversityTIAA
New JerseyCamden County CollegeTIAA
New JerseyCentenary UniversityTIAA
New JerseyCollege of Saint ElizabethTIAA
New JerseyCounty College of MorrisTIAA
New JerseyCumberland County CollegeTIAA
New JerseyDanaher CorporationFidelity BrokerageLink
New JerseyDrew UniversityTIAA
New JerseyEssex County CollegeTIAA
New JerseyFairleigh Dickinson UniversityTIAA
New JerseyGeorgian Court UniversityTIAA
New JerseyGill/St. Bernard's SchoolTIAA
New JerseyHackensack Meridian HealthTIAA
New JerseyHun School of PrincetonTIAA
New JerseyHunterdon Medical CenterFidelity BrokerageLink
New JerseyInstitute for Advanced StudyTIAA
New JerseyInternational Schools ServicesTIAA
New JerseyJefferson Health New JerseyTIAA
New JerseyKean UniversityTIAA
New JerseyKent Place SchoolTIAA
New JerseyLawrenceville SchoolTIAA
New JerseyMercer County Community CollegeTIAA
New JerseyMiddlesex County CollegeTIAA
New JerseyMonmouth UniversityFidelity BrokerageLink / TIAA
New JerseyMontclair State UniversityTIAA
New JerseyMorristown Beard SchoolTIAA
New JerseyNew Jersey City UniversityTIAA
New JerseyNew Jersey Institute of TechnologyTIAA
New JerseyOcean County Vocational CollegeFidelity BrokerageLink / TIAA
New JerseyPassaic County Community CollegeTIAA
New JerseyPeddie SchoolTIAA
New JerseyPingry CorporationTIAA
New JerseyPrinceton Day SchoolTIAA
New JerseyPrinceton UniversityTIAA
New JerseyRamapo College of New JerseyTIAA
New JerseyRaritan Valley Community CollegeTIAA
New JerseyRider UniversityTIAA
New JerseyRobert Wood Johnson FoundationTIAA
New JerseyRowan College at Burlington CntyTIAA
New JerseyRowan College at GloucesterTIAA
New JerseyRowan UniversityTIAA
New JerseyRutgers Preparatory SchoolTIAA
New JerseyRutgers UniversityTIAA
New JerseySaint GobainFidelity BrokerageLink
New JerseySaint Peter's Health Care SystemTIAA
New JerseySaint Peter's UniversityTIAA
New JerseySalem Community CollegeTIAA
New JerseySeton Hall UniversityFidelity BrokerageLink / TIAA
New JerseySri InternationalTIAA
New JerseyState of New Jersey TransitPrudential SDBA
New JerseyStevens Institute of TechnologyTIAA
New JerseyStockton UniversityTIAA
New JerseySussex County Community CollegeTIAA
New JerseyThe College of New JerseyTIAA
New JerseyThomas Edison State UniversityTIAA
New JerseyUnion County CollegeTIAA
New JerseyUniversity HospitalTIAA
New JerseyWestinghouseAlight (Hewitt) SDBA
  • 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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