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
PennsylvaniaAbington Friends SchoolTIAA
PennsylvaniaAgnes Irwin School, theTIAA
PennsylvaniaAlbright CollegeTIAA
PennsylvaniaAllegheny CollegeTIAA
PennsylvaniaAllentown HospitalFidelity BrokerageLink
PennsylvaniaAlvernia UniversityTIAA
PennsylvaniaAmerican AirlinesFidelity BrokerageLink
PennsylvaniaArcadia UniversityTIAA
PennsylvaniaBAE Systems, Inc.Alight (Hewitt) SDBA
PennsylvaniaBloomsburg University of PennsylvaniaTIAA
PennsylvaniaBucknell UniversityTIAA
PennsylvaniaBucks County Community CollegeTIAA
PennsylvaniaButler County CommunityTIAA
PennsylvaniaCabrini UniversityTIAA
PennsylvaniaCalifornia University of PennsylvaniaTIAA
PennsylvaniaCarnegie Library of PittsburghTIAA
PennsylvaniaCarnegie Mellon UniversityFidelity BrokerageLink / TIAA
PennsylvaniaChatham UniversityTIAA
PennsylvaniaChestnut Hill CollegeTIAA
PennsylvaniaCheyney University of PennsylvaniaTIAA
PennsylvaniaChildren's Hospital of PhiladelphiaTIAA
PennsylvaniaChristiana HealthcareTDAmeritrade SDBA
PennsylvaniaClarion University of PennsylvaniaTIAA
PennsylvaniaComm College of Allegheny CountyTIAA
PennsylvaniaCommunity College of PhiladelphiaTIAA
PennsylvaniaCommunity College Beaver CountyTIAA
PennsylvaniaConcurrent Technologies Corp.TIAA
PennsylvaniaCrozer Chester Medical CenterFidelity BrokerageLink
PennsylvaniaCurtis Institute of MusicTIAA
PennsylvaniaDelaware County Community CollegeTIAA
PennsylvaniaDelaware Valley UniversityTIAA
PennsylvaniaDeSales UniversityTIAA
PennsylvaniaDickinson CollegeTIAA
PennsylvaniaDrexel UniversityFidelity BrokerageLink
PennsylvaniaDrexel UniversityTIAA
PennsylvaniaDuquesne UniversityTIAA
PennsylvaniaEast Stroudsburg University of PennsylvaniaTIAA
PennsylvaniaEastern UniversityTIAA
PennsylvaniaEdinboro University of PennsylvaniaTIAA
PennsylvaniaElizabethtown CollegeTIAA
PennsylvaniaEpiscopal Academy, theTIAA
PennsylvaniaFranklin and Marshall CollegeTIAA
PennsylvaniaGannon UniversityFidelity BrokerageLink
PennsylvaniaGannon UniversityTIAA
PennsylvaniaGeneral DynamicsFidelity BrokerageLink
PennsylvaniaGermantown AcademyTIAA
PennsylvaniaGettysburg CollegeTIAA
PennsylvaniaGrove City CollegeTIAA
PennsylvaniaGwynedd Mercy UniversityTIAA
PennsylvaniaHarrisburg Area Comm CollegeTIAA
PennsylvaniaHaverford CollegeTIAA
PennsylvaniaHoly Spirit HospitalFidelity BrokerageLink
PennsylvaniaIndiana University of PennsylvaniaTIAA
PennsylvaniaJefferson Health-NortheastTIAA
PennsylvaniaJuniata CollegeTIAA
PennsylvaniaKeystone CollegeTIAA
PennsylvaniaKing's CollegeTIAA
PennsylvaniaKutztown University of PennsylvaniaTIAA
PennsylvaniaLa Roche CollegeTIAA
PennsylvaniaLa Salle UniversityTIAA
PennsylvaniaLafayette CollegeTIAA
PennsylvaniaLaw School Admission CouncilTIAA
PennsylvaniaLebanon Valley CollegeTIAA
PennsylvaniaLehigh Carbon Comm CollegeTIAA
PennsylvaniaLehigh UniversityTIAA
PennsylvaniaLehigh Valley HospitalSchwab PCRA / Fidelity BrokerageLink
PennsylvaniaLincoln UniversityTIAA
PennsylvaniaLock Haven University of PennsylvaniaTIAA
PennsylvaniaLockheed Martin CorporatioTDAmeritrade SDBA
PennsylvaniaLuzerne County Comm CollegeTIAA
PennsylvaniaLycoming CollegeTIAA
PennsylvaniaMansfield University of PennsylvaniaTIAA
PennsylvaniaMarywood UniversityTIAA
PennsylvaniaMercy Health / Trinity HealthFidelity BrokerageLink
PennsylvaniaMercyhurst UniversityTIAA
PennsylvaniaMillersville University of PennsylvaniaTIAA
PennsylvaniaMilton Hershey SchoolTIAA
PennsylvaniaMisericordia UniversityTIAA
PennsylvaniaMontgomery County Community CollegeTIAA
PennsylvaniaMoravian CollegeTIAA
PennsylvaniaMuhlenberg CollegeTIAA
PennsylvaniaNorthampton Community CollegeTIAA
PennsylvaniaPenn College of TechnologyTIAA
PennsylvaniaPenn StateTDAmeritrade SDBA / TIAA SDBA
PennsylvaniaPenn State UniversityTIAA
PennsylvaniaPennsylvania State of Higher EdTIAA
PennsylvaniaPhiladelphia College ofTIAA
PennsylvaniaPhiladelphia Museum of ArtTIAA
PennsylvaniaPoint Park UniversityTIAA
PennsylvaniaReading Area Community CollegeTIAA
PennsylvaniaSacred Hearth HospitalFidelity BrokerageLink
PennsylvaniaSaint Francis UniversityTIAA
PennsylvaniaSaint Joseph's UniversityTIAA
PennsylvaniaSewickley AcademyTIAA
PennsylvaniaShippensburg University of PennsylvaniaTIAA
PennsylvaniaSlippery Rock University of PennsylvaniaTIAA
PennsylvaniaSt. Joseph's University HospitalFidelity BrokerageLink
PennsylvaniaState of Pennsylvania 457 / CommonwealthSchwab PCRA
PennsylvaniaSusquehanna UniversityTIAA
PennsylvaniaSwarthmore CollegeTIAA
PennsylvaniaTemple UniversityFidelity BrokerageLink / TIAA SDBA
PennsylvaniaTemple UniversityTIAA
PennsylvaniaTemple University Health SystemTIAA
PennsylvaniaUniversal Health ServicesFidelity BrokerageLink
PennsylvaniaUniversity of PennsylvaniaTDAmeritrade SDBA
PennsylvaniaUniversity of PennsylvaniaTIAA
PennsylvaniaUniversity of PittsburghTIAA SDBA
PennsylvaniaUniversity of PittsburghTIAA
PennsylvaniaUniversity of ScrantonTIAA
PennsylvaniaUniversity of the ArtsTIAA
PennsylvaniaUrsinus CollegeTIAA
PennsylvaniaVillanova UniversityTIAA SDBA
PennsylvaniaVillanova UniversityTIAA
PennsylvaniaWashington and Jefferson CollegeTIAA
PennsylvaniaWashington Hospital CenterFidelity BrokerageLink
PennsylvaniaWaynesburg UniversityTIAA
PennsylvaniaWest Chester University of PennsylvaniaTIAA
PennsylvaniaWestern Pennsylvania ConservancyTIAA
PennsylvaniaWestminster CollegeTIAA
PennsylvaniaWidener UniversityTIAA
PennsylvaniaWilkes UniversityTIAA
PennsylvaniaWistar Institute of Anatomy/BiologyTIAA
PennsylvaniaWyoming SeminaryTIAA
PennsylvaniaYork College of PennsylvaniaTIAA
PennsylvaniaYork Country Day SchoolTIAA
  • 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