Retirement Plan Overlay Management

New York

New York

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 YorkAffinity Health PlanTIAA
New YorkAlbany College of Pharmacy and Health Sciences (ACPHS)TIAA
New YorkAlfred UniversityTIAA
New YorkAllen-Stevenson SchoolTIAA
New YorkBank Street College of EducationTIAA
New YorkBard CollegeTIAA
New YorkBernard Baruch CollegeTIAA
New YorkBloombergSchwab PCRA
New YorkBorough of Manhattan Comm CollTIAA
New YorkBronx Community CollegeTIAA
New YorkBrookhaven Science AssociatesTIAA
New YorkBrooklyn CollegeTIAA
New YorkBrooklyn Hospital CenterTIAA
New YorkBrooklyn Law SchoolTIAA
New YorkCanisius CollegeTIAA
New YorkCarnegie Corporation of New YorkTIAA
New YorkChapin SchoolTIAA
New YorkCity CollegeTIAA
New YorkClarkson UniversityTIAA
New YorkColgate UniversityTIAA
New YorkCollege of Saint RoseTIAA
New YorkCollege of Staten IslandTIAA
New YorkColumbia UniversityTIAA
New YorkCornell UniversityFidelity BrokerageLink / TIAA
New YorkCulinary Institute of AmericaTIAA
New YorkCUNYFidelity BrokerageLink
New YorkCUNY - Central officeTIAA
New YorkCUNY Graduate School of PublicTIAA
New YorkCUNY School of LawTIAA
New YorkDaemen CollegeTIAA
New YorkDalton Schools IncTIAA
New YorkDyouville CollegeTIAA
New YorkElmira CollegeTIAA
New YorkEmma Willard SchoolTIAA
New YorkExcelsior CollegeTIAA
New YorkFordham UniversityTIAA
New YorkFrontier Science andTIAA
New YorkGraduate SchoolTIAA
New YorkHackley SchoolTIAA
New YorkHamilton CollegeTIAA
New YorkHartwick CollegeTIAA
New YorkHerbert H. Lehman CollegeTIAA
New YorkHilbert CollegeTIAA
New YorkHofstra UniversityTIAA
New YorkHostos Community CollegeTIAA
New YorkHoughton CollegeTIAA
New YorkHunter CollegeTIAA
New YorkIona CollegeTIAA
New YorkIona Preparatory SchoolTIAA
New YorkIthaca CollegeTIAA
New YorkJamestown Community CollegeFidelity BrokerageLink
New YorkJohn Jay CollegeTIAA
New YorkKids Base and the Little SchoolTIAA
New YorkKingsborough Community CollegeTIAA
New YorkKingsbrook Jewish Medical CenterTIAA
New YorkLa Guardia Community CollegeTIAA
New YorkLe Moyne CollegeTIAA
New YorkLong Island Jewish Medical CenterFidelity BrokerageLink
New YorkLong Island UniversityTIAA
New YorkLutheran Medical CenterFidelity BrokerageLink
New YorkLycee Francais De New YorkTIAA
New YorkMaimonided Medical CenterFidelity BrokerageLink / TIAA
New YorkManhattan CollegeTIAA
New YorkManhattanville CollegeTIAA
New YorkMarist CollegeTIAA
New YorkMary Imogene Bassett HospitalTIAA
New YorkMedaille CollegeTIAA
New YorkMedgar Evers CollegeTIAA
New YorkMemorial Sloan KetteringTIAA
New YorkMercy CollegeTIAA
New YorkMercy Health / Trinity HealthFidelity BrokerageLink
New YorkMolloy CollegeTIAA
New YorkMonroe Community CollegeFidelity BrokerageLink
New YorkMount Saint Mary CollegeTIAA
New YorkMount Sinai HospitalFidelity BrokerageLink / TIAA
New YorkNassau Community CollegeFidelity BrokerageLink
New YorkNazareth College of RochesterTIAA
New YorkNew SchoolTIAA
New YorkNew York Academy of MedicineTIAA
New YorkNew York Blood CenterTIAA
New YorkNew York City College of TechTIAA
New YorkNew York Medical CollegeTIAA
New YorkNew York Power AuthoritySchwab PCRA
New YorkNew York Public LibraryTIAA
New YorkNew York State Education DepartTIAA
New YorkNew York Teachers Retirement SystemFidelity BrokerageLink
New YorkNew York UniversityTIAA
New YorkNiagara UniversityTIAA
New YorkNichols SchoolTIAA
New YorkNightingale-Bamford SchoolTIAA
New YorkNYU Langone Health SystemTIAA
New YorkPace UniversityTIAA
New YorkPepsicoFidelity BrokerageLink
New YorkPratt InstituteTIAA
New YorkProfessional Children’s SchoolTIAA
New YorkQueens CollegeTIAA
New YorkQueensborough Community CollegeTIAA
New YorkRensselaer Polytechnic InstituteTIAA
New YorkResearch Foundation for MentalTIAA
New YorkResearch Foundation for SUNYTIAA
New YorkResearch Foundation of CUNYTIAA
New YorkRichmond Medical CenterTIAA
New YorkRochester Institute of TechnologyFidelity BrokerageLink
New YorkRockefeller UniversityTIAA
New YorkRoswell Park Cancer InstituteTIAA
New YorkSage CollegesTIAA
New YorkSaint Ann's SchoolTIAA
New YorkSaint David’s SchoolTIAA
New YorkSarah Lawrence CollegeTIAA
New YorkSchool of Professional StudiesTIAA
New YorkSiena CollegeTIAA
New YorkSkidmore CollegeTIAA
New YorkSRC, Inc.TIAA
New YorkSt. Bonaventure UniversityTIAA
New YorkSt. John Fisher CollegeFidelity BrokerageLink / TIAA
New YorkSt. John’s UniversityTIAA
New YorkSt. Lawrence UniversityTIAA
New YorkState of New York / NY State DCPSchwab PCRA (Nationwide)
New YorkState University of New YorkTIAA
New YorkStella and Charles Guttman Community CollegeTIAA
New YorkStony Brook University / Physicians PensionFidelity BrokerageLink
New YorkSyracuse UniversityFidelity BrokerageLink / TIAA
New YorkTeacher Retirement System of New YorkFidelity BrokerageLink
New YorkTouro CollegeTIAA
New YorkUB Foundation Activities, Inc. (University at Buffalo)TIAA
New YorkUnion CollegeTIAA
New YorkUniversity of RochesterTIAA
New YorkUtica CollegeTIAA
New YorkVassar CollegeTIAA
New YorkVaughn College of AeronauticsTIAA
New YorkWebster UniversityFidelity BrokerageLink
New YorkWegman'sFidelity BrokerageLink
New YorkWeill Cornell Medical CollegeTIAA
New YorkWhitney Museum of American ArtTIAA
New YorkWoodhall HospitalFidelity BrokerageLink
New YorkYeshiva UniversityFidelity BrokerageLink
New YorkYork CollegeTIAA
  • 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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