Retirement Plan Overlay Management

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

State	Plan Name	Provider
New York	Affinity Health Plan	TIAA
New York	Albany College of Pharmacy and Health Sciences (ACPHS)	TIAA
New York	Alfred University	TIAA
New York	Allen-Stevenson School	TIAA
New York	Bank Street College of Education	TIAA
New York	Bard College	TIAA
New York	Bernard Baruch College	TIAA
New York	Bloomberg	Schwab PCRA
New York	Borough of Manhattan Comm Coll	TIAA
New York	Bronx Community College	TIAA
New York	Brookhaven Science Associates	TIAA
New York	Brooklyn College	TIAA
New York	Brooklyn Hospital Center	TIAA
New York	Brooklyn Law School	TIAA
New York	Canisius College	TIAA
New York	Carnegie Corporation of New York	TIAA
New York	Chapin School	TIAA
New York	City College	TIAA
New York	Clarkson University	TIAA
New York	Colgate University	TIAA
New York	College of Saint Rose	TIAA
New York	College of Staten Island	TIAA
New York	Columbia University	TIAA
New York	Cornell University	Fidelity BrokerageLink / TIAA
New York	Culinary Institute of America	TIAA
New York	CUNY	Fidelity BrokerageLink
New York	CUNY - Central office	TIAA
New York	CUNY Graduate School of Public	TIAA
New York	CUNY School of Law	TIAA
New York	Daemen College	TIAA
New York	Dalton Schools Inc	TIAA
New York	Dyouville College	TIAA
New York	Elmira College	TIAA
New York	Emma Willard School	TIAA
New York	Excelsior College	TIAA
New York	Fordham University	TIAA
New York	Frontier Science and	TIAA
New York	Graduate School	TIAA
New York	Hackley School	TIAA
New York	Hamilton College	TIAA
New York	Hartwick College	TIAA
New York	Herbert H. Lehman College	TIAA
New York	Hilbert College	TIAA
New York	Hofstra University	TIAA
New York	Hostos Community College	TIAA
New York	Houghton College	TIAA
New York	Hunter College	TIAA
New York	Iona College	TIAA
New York	Iona Preparatory School	TIAA
New York	Ithaca College	TIAA
New York	Jamestown Community College	Fidelity BrokerageLink
New York	John Jay College	TIAA
New York	Kids Base and the Little School	TIAA
New York	Kingsborough Community College	TIAA
New York	Kingsbrook Jewish Medical Center	TIAA
New York	La Guardia Community College	TIAA
New York	Le Moyne College	TIAA
New York	Long Island Jewish Medical Center	Fidelity BrokerageLink
New York	Long Island University	TIAA
New York	Lutheran Medical Center	Fidelity BrokerageLink
New York	Lycee Francais De New York	TIAA
New York	Maimonided Medical Center	Fidelity BrokerageLink / TIAA
New York	Manhattan College	TIAA
New York	Manhattanville College	TIAA
New York	Marist College	TIAA
New York	Mary Imogene Bassett Hospital	TIAA
New York	Medaille College	TIAA
New York	Medgar Evers College	TIAA
New York	Memorial Sloan Kettering	TIAA
New York	Mercy College	TIAA
New York	Mercy Health / Trinity Health	Fidelity BrokerageLink
New York	Molloy College	TIAA
New York	Monroe Community College	Fidelity BrokerageLink
New York	Mount Saint Mary College	TIAA
New York	Mount Sinai Hospital	Fidelity BrokerageLink / TIAA
New York	Nassau Community College	Fidelity BrokerageLink
New York	Nazareth College of Rochester	TIAA
New York	New School	TIAA
New York	New York Academy of Medicine	TIAA
New York	New York Blood Center	TIAA
New York	New York City College of Tech	TIAA
New York	New York Medical College	TIAA
New York	New York Power Authority	Schwab PCRA
New York	New York Public Library	TIAA
New York	New York State Education Depart	TIAA
New York	New York Teachers Retirement System	Fidelity BrokerageLink
New York	New York University	TIAA
New York	Niagara University	TIAA
New York	Nichols School	TIAA
New York	Nightingale-Bamford School	TIAA
New York	NYU Langone Health System	TIAA
New York	Pace University	TIAA
New York	Pepsico	Fidelity BrokerageLink
New York	Pratt Institute	TIAA
New York	Professional Childrens School	TIAA
New York	Queens College	TIAA
New York	Queensborough Community College	TIAA
New York	Rensselaer Polytechnic Institute	TIAA
New York	Research Foundation for Mental	TIAA
New York	Research Foundation for SUNY	TIAA
New York	Research Foundation of CUNY	TIAA
New York	Richmond Medical Center	TIAA
New York	Rochester Institute of Technology	Fidelity BrokerageLink
New York	Rockefeller University	TIAA
New York	Roswell Park Cancer Institute	TIAA
New York	Sage Colleges	TIAA
New York	Saint Ann's School	TIAA
New York	Saint Davids School	TIAA
New York	Sarah Lawrence College	TIAA
New York	School of Professional Studies	TIAA
New York	Siena College	TIAA
New York	Skidmore College	TIAA
New York	SRC, Inc.	TIAA
New York	St. Bonaventure University	TIAA
New York	St. John Fisher College	Fidelity BrokerageLink / TIAA
New York	St. Johns University	TIAA
New York	St. Lawrence University	TIAA
New York	State of New York / NY State DCP	Schwab PCRA (Nationwide)
New York	State University of New York	TIAA
New York	Stella and Charles Guttman Community College	TIAA
New York	Stony Brook University / Physicians Pension	Fidelity BrokerageLink
New York	Syracuse University	Fidelity BrokerageLink / TIAA
New York	Teacher Retirement System of New York	Fidelity BrokerageLink
New York	Touro College	TIAA
New York	UB Foundation Activities, Inc. (University at Buffalo)	TIAA
New York	Union College	TIAA
New York	University of Rochester	TIAA
New York	Utica College	TIAA
New York	Vassar College	TIAA
New York	Vaughn College of Aeronautics	TIAA
New York	Webster University	Fidelity BrokerageLink
New York	Wegman's	Fidelity BrokerageLink
New York	Weill Cornell Medical College	TIAA
New York	Whitney Museum of American Art	TIAA
New York	Woodhall Hospital	Fidelity BrokerageLink
New York	Yeshiva University	Fidelity BrokerageLink
New York	York College	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.

Send Us A Message

Retirement Plan Overlay Management

New York

New York

Area Plans

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

Request a Call

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