Retirement Plan Overlay Management
Pennsylvania
Pennsylvania
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 |
|---|---|---|
| Pennsylvania | Abington Friends School | TIAA |
| Pennsylvania | Agnes Irwin School, the | TIAA |
| Pennsylvania | Albright College | TIAA |
| Pennsylvania | Allegheny College | TIAA |
| Pennsylvania | Allentown Hospital | Fidelity BrokerageLink |
| Pennsylvania | Alvernia University | TIAA |
| Pennsylvania | American Airlines | Fidelity BrokerageLink |
| Pennsylvania | Arcadia University | TIAA |
| Pennsylvania | BAE Systems, Inc. | Alight (Hewitt) SDBA |
| Pennsylvania | Bloomsburg University of Pennsylvania | TIAA |
| Pennsylvania | Bucknell University | TIAA |
| Pennsylvania | Bucks County Community College | TIAA |
| Pennsylvania | Butler County Community | TIAA |
| Pennsylvania | Cabrini University | TIAA |
| Pennsylvania | California University of Pennsylvania | TIAA |
| Pennsylvania | Carnegie Library of Pittsburgh | TIAA |
| Pennsylvania | Carnegie Mellon University | Fidelity BrokerageLink / TIAA |
| Pennsylvania | Chatham University | TIAA |
| Pennsylvania | Chestnut Hill College | TIAA |
| Pennsylvania | Cheyney University of Pennsylvania | TIAA |
| Pennsylvania | Children's Hospital of Philadelphia | TIAA |
| Pennsylvania | Christiana Healthcare | TDAmeritrade SDBA |
| Pennsylvania | Clarion University of Pennsylvania | TIAA |
| Pennsylvania | Comm College of Allegheny County | TIAA |
| Pennsylvania | Community College of Philadelphia | TIAA |
| Pennsylvania | Community College Beaver County | TIAA |
| Pennsylvania | Concurrent Technologies Corp. | TIAA |
| Pennsylvania | Crozer Chester Medical Center | Fidelity BrokerageLink |
| Pennsylvania | Curtis Institute of Music | TIAA |
| Pennsylvania | Delaware County Community College | TIAA |
| Pennsylvania | Delaware Valley University | TIAA |
| Pennsylvania | DeSales University | TIAA |
| Pennsylvania | Dickinson College | TIAA |
| Pennsylvania | Drexel University | Fidelity BrokerageLink |
| Pennsylvania | Drexel University | TIAA |
| Pennsylvania | Duquesne University | TIAA |
| Pennsylvania | East Stroudsburg University of Pennsylvania | TIAA |
| Pennsylvania | Eastern University | TIAA |
| Pennsylvania | Edinboro University of Pennsylvania | TIAA |
| Pennsylvania | Elizabethtown College | TIAA |
| Pennsylvania | Episcopal Academy, the | TIAA |
| Pennsylvania | Franklin and Marshall College | TIAA |
| Pennsylvania | Gannon University | Fidelity BrokerageLink |
| Pennsylvania | Gannon University | TIAA |
| Pennsylvania | General Dynamics | Fidelity BrokerageLink |
| Pennsylvania | Germantown Academy | TIAA |
| Pennsylvania | Gettysburg College | TIAA |
| Pennsylvania | Grove City College | TIAA |
| Pennsylvania | Gwynedd Mercy University | TIAA |
| Pennsylvania | Harrisburg Area Comm College | TIAA |
| Pennsylvania | Haverford College | TIAA |
| Pennsylvania | Holy Spirit Hospital | Fidelity BrokerageLink |
| Pennsylvania | Indiana University of Pennsylvania | TIAA |
| Pennsylvania | Jefferson | TIAA |
| Pennsylvania | Jefferson Health-Northeast | TIAA |
| Pennsylvania | Juniata College | TIAA |
| Pennsylvania | Keystone College | TIAA |
| Pennsylvania | King's College | TIAA |
| Pennsylvania | Kutztown University of Pennsylvania | TIAA |
| Pennsylvania | La Roche College | TIAA |
| Pennsylvania | La Salle University | TIAA |
| Pennsylvania | Lafayette College | TIAA |
| Pennsylvania | Law School Admission Council | TIAA |
| Pennsylvania | Lebanon Valley College | TIAA |
| Pennsylvania | Lehigh Carbon Comm College | TIAA |
| Pennsylvania | Lehigh University | TIAA |
| Pennsylvania | Lehigh Valley Hospital | Schwab PCRA / Fidelity BrokerageLink |
| Pennsylvania | Lincoln University | TIAA |
| Pennsylvania | Lock Haven University of Pennsylvania | TIAA |
| Pennsylvania | Lockheed Martin Corporatio | TDAmeritrade SDBA |
| Pennsylvania | Luzerne County Comm College | TIAA |
| Pennsylvania | Lycoming College | TIAA |
| Pennsylvania | Mansfield University of Pennsylvania | TIAA |
| Pennsylvania | Marywood University | TIAA |
| Pennsylvania | Mercy Health / Trinity Health | Fidelity BrokerageLink |
| Pennsylvania | Mercyhurst University | TIAA |
| Pennsylvania | Millersville University of Pennsylvania | TIAA |
| Pennsylvania | Milton Hershey School | TIAA |
| Pennsylvania | Misericordia University | TIAA |
| Pennsylvania | Montgomery County Community College | TIAA |
| Pennsylvania | Moravian College | TIAA |
| Pennsylvania | Muhlenberg College | TIAA |
| Pennsylvania | Northampton Community College | TIAA |
| Pennsylvania | Penn College of Technology | TIAA |
| Pennsylvania | Penn State | TDAmeritrade SDBA / TIAA SDBA |
| Pennsylvania | Penn State University | TIAA |
| Pennsylvania | Pennsylvania State of Higher Ed | TIAA |
| Pennsylvania | Philadelphia College of | TIAA |
| Pennsylvania | Philadelphia Museum of Art | TIAA |
| Pennsylvania | Point Park University | TIAA |
| Pennsylvania | Reading Area Community College | TIAA |
| Pennsylvania | Sacred Hearth Hospital | Fidelity BrokerageLink |
| Pennsylvania | Saint Francis University | TIAA |
| Pennsylvania | Saint Joseph's University | TIAA |
| Pennsylvania | Sewickley Academy | TIAA |
| Pennsylvania | Shippensburg University of Pennsylvania | TIAA |
| Pennsylvania | Slippery Rock University of Pennsylvania | TIAA |
| Pennsylvania | St. Joseph's University Hospital | Fidelity BrokerageLink |
| Pennsylvania | State of Pennsylvania 457 / Commonwealth | Schwab PCRA |
| Pennsylvania | Susquehanna University | TIAA |
| Pennsylvania | Swarthmore College | TIAA |
| Pennsylvania | Temple University | Fidelity BrokerageLink / TIAA SDBA |
| Pennsylvania | Temple University | TIAA |
| Pennsylvania | Temple University Health System | TIAA |
| Pennsylvania | Universal Health Services | Fidelity BrokerageLink |
| Pennsylvania | University of Pennsylvania | TDAmeritrade SDBA |
| Pennsylvania | University of Pennsylvania | TIAA |
| Pennsylvania | University of Pittsburgh | TIAA SDBA |
| Pennsylvania | University of Pittsburgh | TIAA |
| Pennsylvania | University of Scranton | TIAA |
| Pennsylvania | University of the Arts | TIAA |
| Pennsylvania | Ursinus College | TIAA |
| Pennsylvania | Villanova University | TIAA SDBA |
| Pennsylvania | Villanova University | TIAA |
| Pennsylvania | Washington and Jefferson College | TIAA |
| Pennsylvania | Washington Hospital Center | Fidelity BrokerageLink |
| Pennsylvania | Waynesburg University | TIAA |
| Pennsylvania | West Chester University of Pennsylvania | TIAA |
| Pennsylvania | Western Pennsylvania Conservancy | TIAA |
| Pennsylvania | Westminster College | TIAA |
| Pennsylvania | Widener University | TIAA |
| Pennsylvania | Wilkes University | TIAA |
| Pennsylvania | Wistar Institute of Anatomy/Biology | TIAA |
| Pennsylvania | Wyoming Seminary | TIAA |
| Pennsylvania | York College of Pennsylvania | TIAA |
| Pennsylvania | York Country Day School | 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.
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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