Retirement Plan Overlay Management

New Mexico

New Mexico

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 MexicoAlbuquerque Public ShoolsFidelity BrokerageLink
New MexicoCheyenne Regional MedicalTDAmeritrade SDBA
New MexicoIntel (401k only)Fidelity BrokerageLink
New MexicoLos Alamos National SecuritFidelity BrokerageLink
New MexicoLovelace Biomedical Research Institute (LRRI)TIAA
New MexicoNew Mexico Deferred Compensation Plan PCRASchwab PCRA
New MexicoNew Mexico State UniversityTIAA
New MexicoSanta Fe Indian SchoolTIAA
New MexicoState of New Mexico - New Mexico DeferredCompSchwab PCRA
New MexicoUniversity of New MexicoFidelity / 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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