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
OregonAdventist Healthcare RetireAlight (Hewitt) SDBA
OregonAsante HealthSchwab PCRA
OregonFortive Corp (FKA TektronixFidelity BrokerageLink
OregonGeorge Fox UniversityTIAA
OregonGeorgia PacificAlight (Hewitt) SDBA
OregonIntel (401k only)Fidelity BrokerageLink
OregonKaiser/Northwest PermanenteFidelity BrokerageLink -OR- TD Ameritrade SDBA
OregonLane Community CollegeFidelity
OregonLane County, OregonTIAA
OregonLegacy Health SystemTD Ameritrade SDBA
OregonLewis and Clark CollegeTIAA
OregonLinfield CollegeTIAA
OregonLinnbenton Community CollegeFidelity BrokerageLink
OregonMentor GraphicsFidelity BrokerageLink
OregonMultanomah County 457Voya with TD Ameritrade SDBA
OregonNikeFidelity BrokerageLink
OregonOHSUFidelity BrokerageLink
OregonOregon Health & Science UFidelity BrokerageLink
OregonOregon Savings and GrowthVoya plan with Schwab PCRA
OregonOregon State UniversityTIAA
OregonOregon University SystemFidelity BrokerageLink
OregonPacific UniversityTIAA
OregonPacificorp. / Rocky MountaiEmpower Brokerage Services
OregonPeacehealth Medical SysteFidelity BrokerageLink
OregonPortland General ElectricVoya plan with TD Ameritrade SDBA
OregonPortland State UniversityTIAA
OregonProvidence Health & ServicFidelity BrokerageLink
OregonQorvo (FKA TriQuint SemicoFidelity BrokerageLink
OregonReed CollegeTIAA
OregonSalem HealthFidelity BrokerageLink
OregonSky Lakes Medical CenterFidelity BrokerageLink
OregonSt. Charles Health SystemFidelity BrokerageLink
OregonState of Oregon - Oregon Savings GrowthPlanSchwab PCRA
OregonUniversity of OregonTIAA
OregonUniversity of Western StatesTIAA
OregonWestern Oregon UniversityTIAA
OregonWestern Univ of Health SciencesTIAA
  • 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

Request a Call



    Prove you are not a bot:


    Your Message