Retirement Plan Overlay Management
Texas
Texas
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 |
|---|---|---|
| Texas (Eastern) | American Airlines | Fidelity BrokerageLink |
| Texas (Eastern) | Anderson Hospital | Fidelity BrokerageLink |
| Texas (Eastern) | Apple | Schwab PCRA |
| Texas (Eastern) | AT&T | Fidelity BrokerageLink |
| Texas (Eastern) | Austin Community College | Fidelity BrokerageLink |
| Texas (Eastern) | Baylor College of Medicine | TIAA |
| Texas (Eastern) | Baylor Scott & White | TD Ameritrade SDBA |
| Texas (Eastern) | Baylor University | TIAA |
| Texas (Eastern) | Central Texas College | Fidelity BrokerageLink |
| Texas (Eastern) | Chevron | Fidelity BrokerageLink |
| Texas (Eastern) | City of Austin 457 DCP | Schwab PCRA |
| Texas (Eastern) | Electronic Arts (EA) Sports | Schwab PCRA |
| Texas (Eastern) | Fluor Enterprise | TD Ameritrade SDBA |
| Texas (Eastern) | Google Inc. | TD Ameritrade SDBA |
| Texas (Eastern) | Hewlett-Packard Company | Fidelity BrokerageLink |
| Texas (Eastern) | John Cooper School, The | TIAA |
| Texas (Eastern) | Lamar University | Fidelity BrokerageLink |
| Texas (Eastern) | Lee College | Fidelity BrokerageLink |
| Texas (Eastern) | Lockheed Martin Corporatin | TD Ameritrade SDBA |
| Texas (Eastern) | Lyondell Bassell | Fidelity BrokerageLink |
| Texas (Eastern) | Marathon Oil | Fidelity BrokerageLink |
| Texas (Eastern) | Memorial Hermann | Fidelity BrokerageLink |
| Texas (Eastern) | NuStar | Schwab PCRA |
| Texas (Eastern) | NXP Semiconductor | Fidelity BrokerageLink |
| Texas (Eastern) | Parkland Health and Hosptial Services | Fidelity BrokerageLink |
| Texas (Eastern) | PayPal, Inc. | Schwab PCRA |
| Texas (Eastern) | PepsiCo | Fidelity BrokerageLink |
| Texas (Eastern) | Rice University | Fidelity BrokerageLink / TIAA |
| Texas (Eastern) | Samsung | Fidelity BrokerageLink |
| Texas (Eastern) | Schlumberger Technology | Alight (Hewitt) SDBA |
| Texas (Eastern) | Shell Oil Provident Plan | Fidelity BrokerageLink |
| Texas (Eastern) | Southern Methodist Univer | Schwab PCRA |
| Texas (Eastern) | Southwest Airlines - Pilots | Schwab PCRA |
| Texas (Eastern) | St. John's School | TIAA |
| Texas (Eastern) | St. Luke's Hospital | Fidelity BrokerageLink |
| Texas (Eastern) | State of Texas - Texa$aver 4 | Schwab PCRA |
| Texas (Eastern) | Stephen F. Austin State University | TIAA |
| Texas (Eastern) | Tenet Healthcare Corporation | Fidelity BrokerageLink |
| Texas (Eastern) | Texas A&M University System | Fidelity BrokerageLink / TIAA |
| Texas (Eastern) | Texas Instruments | Fidelity BrokerageLink |
| Texas (Eastern) | Toyota | Fidelity BrokerageLink |
| Texas (Eastern) | Trinity University / Hospital | Fidelity BrokerageLink |
| Texas (Eastern) | Tyler Technologies | Fidelity BrokerageLink |
| Texas (Eastern) | United Technologies | Alight (Hewitt) SDBA |
| Texas (Eastern) | University of Houston System | TIAA |
| Texas (Eastern) | University of North Texas | TIAA CREF SDBA |
| Texas (Eastern) | University of Texas (most plans) | Fidelity BrokerageLink, TIAA SDBA, Schwab and TDA |
| Texas (Eastern) | University of Texas Health Science Center - Houston | TIAA |
| Texas (Eastern) | University of Texas Md Anderson Cancer Center | TIAA |
| Texas (Eastern) | University of Texas Medical Branch at Galveston | TIAA |
| Texas (Eastern) | Visa | Fidelity BrokerageLink |
| State | Plan Name | Provider |
|---|---|---|
| Texas (Western) | Abilene Christian University | TIAA |
| Texas (Western) | American Airlines | Fidelity BrokerageLink |
| Texas (Western) | Apple | Schwab PCRA |
| Texas (Western) | AT&T | Fidelity BrokerageLink |
| Texas (Western) | Austin College | TIAA |
| Texas (Western) | Baylor Scott & White | TDAmeritrade SDBA |
| Texas (Western) | Central Texas College | TIAA |
| Texas (Western) | Chevron | Fidelity BrokerageLink |
| Texas (Western) | City of Fort Worth | TIAA |
| Texas (Western) | Electric Reliability Council o | Fidelity BrokerageLink |
| Texas (Western) | Electronic Arts (EA) Sports | Schwab PCRA |
| Texas (Western) | Fluor Enterprise | TDAmeritrade SDBA |
| Texas (Western) | Google Inc. | TDAmeritrade SDBA |
| Texas (Western) | Hewlett-Packard Company | Fidelity BrokerageLink |
| Texas (Western) | June Shelton School and Evaluation Center | TIAA |
| Texas (Western) | Lockheed Martin Corporatin | TDAmeritrade SDBA |
| Texas (Western) | Lyondell Bassell | Fidelity BrokerageLink |
| Texas (Western) | Marathon Oil | Fidelity BrokerageLink |
| Texas (Western) | Memorial Hermann | Fidelity BrokerageLink |
| Texas (Western) | NuStar | Schwab PCRA |
| Texas (Western) | NXP Semiconductor | Fidelity BrokerageLink |
| Texas (Western) | PepsiCo | Fidelity BrokerageLink |
| Texas (Western) | Rice University | Fidelity BrokerageLink |
| Texas (Western) | Samsung | Fidelity BrokerageLink |
| Texas (Western) | San Jacinto College | Fidelity BrokerageLink |
| Texas (Western) | Schlumberger Technology C | Alight (Hewitt) SDBA |
| Texas (Western) | Shell Oil Provident Plan | Fidelity BrokerageLink |
| Texas (Western) | Southern Methodist Univer | Schwab PCRA |
| Texas (Western) | Southwest Airlines - Pilots | Schwab PCRA |
| Texas (Western) | Southwest Research Institute | TIAA |
| Texas (Western) | Southwestern University | TIAA |
| Texas (Western) | St Edwards University | TIAA |
| Texas (Western) | St. Marks School of Texas | TIAA |
| Texas (Western) | State of Texas - Texa$aver 4 | Schwab PCRA |
| Texas (Western) | Tenet Healthcare Corporation | Fidelity BrokerageLink |
| Texas (Western) | Texas A&M University | Fidelity BrokerageLink |
| Texas (Western) | Texas Biomedical Research Inst | TIAA |
| Texas (Western) | Texas Christian University | TIAA |
| Texas (Western) | Texas Instruments Incorpor | Fidelity BrokerageLink |
| Texas (Western) | Texas State University System | TIAA |
| Texas (Western) | Texas Tech University System | Fidelity BrokerageLink / TIAA |
| Texas (Western) | Texas Wesleyan University | TIAA |
| Texas (Western) | Toyota | Fidelity BrokerageLink |
| Texas (Western) | Trinity University | TIAA |
| Texas (Western) | Tyler Technologies | Fidelity BrokerageLink |
| Texas (Western) | United Technologies | Alight (Hewitt) SDBA |
| Texas (Western) | University of North Texas | TIAA |
| Texas (Western) | University of Texas (most plans) | Fidelity BrokerageLink, TIAA SDBA, Schwab and TDA |
| Texas (Western) | University of Texas Health Science Center - San Antonio | TIAA |
| Texas (Western) | University of Texas San Antonio | TIAA |
| Texas (Western) | University of Texas Southwestern Medical Center | TIAA |
| Texas (Western) | University of Texas System | TIAA |
| Texas (Western) | University of the Incarnate Word | TIAA |
| Texas (Western) | Visa | Fidelity 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.
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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