Retirement Plan Overlay Management



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
OhioAkron Art MuseumFidelity BrokerageLink
OhioAkron General HospitalFidelity BrokerageLink
OhioAlcoaSchwab PCRA
OhioAmerican Electric PowerEmpower Brokerage Services
OhioAshland UniversityTIAA
OhioBaldwin Wallace UniversityTIAA
OhioBerea Children's Home and Family ServicesFidelity BrokerageLink
OhioBluffton UniversityTIAA
OhioBowling Green State UniversityFidelity BrokerageLink / TIAA
OhioCapital UniversityTIAA
OhioCase Western Reserve UniversityTIAA
OhioCedarville UniversityTIAA
OhioChildren's Hospital Medical CenterFidelity BrokerageLink
OhioCincinnati Children’s HospitalTIAA
OhioCleveland ClinicFidelity BrokerageLink
OhioCleveland State UniversityTIAA
OhioCollege of WoosterTIAA
OhioCommunity Health SystemsFidelity BrokerageLink
OhioCuyahoga Community CollegeFidelity BrokerageLink
OhioDenison UniversityTIAA
OhioDuke Energy CorporationFidelity BrokerageLink
OhioElyria Memorial Medical CenterFidelity BrokerageLink
OhioFirstEnergy Corp.Fidelity BrokerageLink
OhioFranciscan University of SteubenvilleTIAA
OhioGood Samaritan HospitalFidelity BrokerageLink
OhioGrouponFidelity BrokerageLink
OhioHeidelberg UniversityTIAA
OhioHiram CollegeTIAA
OhioHome DepotSchwab PCRA
OhioHonda Motor Co.Fidelity BrokerageLink
OhioHumility of Mary Health Care SystemFidelity BrokerageLink
OhioJohn Carroll UniversityTIAA
OhioKent State UniversityFidelity BrokerageLink / TIAA
OhioKenyon CollegeTIAA
OhioKettering Health NetworkFidelity BrokerageLink
OhioLaurel SchoolTIAA
OhioMarathon Petroleum CompFidelity BrokerageLink
OhioMercy Health / Trinity HealthFidelity BrokerageLink
OhioMiami UniversityFidelity BrokerageLink / TIAA
OhioNationwide Children's HospitalFidelity BrokerageLink / TIAA
OhioNetJetsSchwab PCRA
OhioOberlin CollegeTIAA
OhioOhio Northern UniversityTIAA
OhioOhio Public Employees Retirement System (PERS)Schwab PCRA
OhioOhio UniversityTIAA
OhioOhio Wesleyan UniversityTIAA
OhioProMedica Health SystemFidelity BrokerageLink
OhioSt. Ignatius High SchoolTIAA
OhioState of Ohio PERS PlanSchwab PCRA
OhioThe Ohio State UniversityTIAA
OhioThe University of FindlayTIAA
OhioTime Warner CableFidelity BrokerageLink
OhioToledo UniversityFidelity BrokerageLink
OhioUniversity HospitalFidelity BrokerageLink
OhioUniversity of AkronFidelity BrokerageLink
OhioUniversity of CincinnatiTIAA
OhioUniversity of Cincinnati / MedicalFidelity BrokerageLink
OhioUniversity of DaytonTIAA
OhioWalsh UniversityTIAA
OhioWhirlpool CorporationTD Ameritrade SDBA
OhioWittenberg UniversityTIAA
OhioWright State University / PhysiciansFidelity BrokerageLink
OhioXavier UniversityFidelity BrokerageLink / TIAA
OhioYoungstown 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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