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
TennesseeAmerican Lebanese Syrian Associated Charities (ALSAC)TIAA
TennesseeAscension HealthSchwab PCRA
TennesseeAustin Peay State UniversityTIAA
TennesseeBaylor SchoolTIAA
TennesseeBridgestoneFidelity BrokerageLink
TennesseeCaterpillarAlight (Hewitt) SDBA
TennesseeChattanooga State Community CollTIAA
TennesseeColumbia State Community CollegeTIAA
TennesseeEast Tennessee State UniversityTIAA
TennesseeEastman ChemicalFidelity BrokerageLink
TennesseeEnsworth SchoolTIAA
TennesseeFedEx (Pilots Plan Only)Fidelity BrokerageLink
TennesseeGirl's Preparatory SchoolTIAA
TennesseeIngersoll RandFidelity BrokerageLink
TennesseeInternational PaperFidelity BrokerageLink
TennesseeLee UniversityTIAA
TennesseeLipscomb UniversityTIAA
TennesseeMcKee FoodsSchwab PCRA
TennesseeMedtronicFidelity BrokerageLink
TennesseeMiddle Tennessee State UniversityFidelity BrokerageLink / TIAA
TennesseeNissan North AmericaTD Ameritrade SDBA
TennesseePhyMed Healthcare GroupFidelity BrokerageLink
TennesseeRhodes CollegeTIAA
TennesseeSt. Jude Children's Research HospitalTIAA
TennesseeSt. Thomas HospitalFidelity BrokerageLink
TennesseeTennessee Technological UniversityTIAA
TennesseeTrevecca Nazarene UniversityTIAA
TennesseeUniversity of MemphisFidelity BrokerageLink / TIAA
TennesseeUniversity of Tennessee SystemFidelity BrokerageLink / TIAA.
TennesseeUniversity School of NashvilleTIAA
TennesseeVanderbilt University / MedicalFidelity BrokerageLink
TennesseeWellmont Health SystemsFidelity BrokerageLink
  • 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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