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
VirginiaAero Space Corp.Fidelity BrokerageLink
VirginiaAmerican Society of Civil EngineersTIAA
VirginiaAnalytic Services Inc.TIAA
VirginiaBAE SystemsAlight (Hewitt) SDBA
VirginiaBon SecoursFidelity BrokerageLink
VirginiaBooz AllenTD Ameritrade SDBA
VirginiaCape Henry Collegiate SchoolTIAA
VirginiaCapital OneFidelity BrokerageLink
VirginiaChristopher Newport UniversityTIAA
VirginiaEastern Virginia Medical SchoolTIAA
VirginiaEpiscopal High SchoolTIAA
VirginiaFairfax County Public SchoolsTIAA
VirginiaGeneral DynamicsFidelity BrokerageLink
VirginiaGeorge Mason UniversityTIAA
VirginiaHampton UniversityTIAA
VirginiaHilton HotelsSchwab PCRA
VirginiaHuntington IngallsSchwab PCRA
VirginiaInstitute for Defense AnalysesTIAA
VirginiaJames Madison UniversityTIAA
VirginiaLiberty UniversityFidelity BrokerageLink
VirginiaLockheed MartinTD Ameritrade SDBA
VirginiaLongwood UniversityTIAA
VirginiaMarymount UniversityTIAA
VirginiaMercy HealthFidelity BrokerageLink
VirginiaNational Rural Electric Cooperative Association (NRECA)Fidelity BrokerageLink
VirginiaNational Science TeachersTIAA
VirginiaNorfolk State UniversityFidelity BrokerageLink / TIAA
VirginiaNorthern Virginia Community CollTIAA
VirginiaNorthrop GrummanFidelity BrokerageLink
VirginiaOld Dominion UniversityTIAA
VirginiaPotomac SchoolTIAA
VirginiaProtestant EpiscopalTIAA
VirginiaRadford UniversityTIAA
VirginiaRoanoke CollegeTIAA
VirginiaSE Univ Research AssociationTIAA
VirginiaSentara / Potomoc HospitalFidelity BrokerageLink
VirginiaThe Mitre CorporationTIAA
VirginiaUniversity of RichmondTIAA
VirginiaUniversity of VirginiaFidelity BrokerageLink / TIAA
VirginiaUniversity of Virginia Poly TechFidelity BrokerageLink
VirginiaVirginia Commonwealth University Health SystemTIAA
VirginiaVirginia Commonwealth UniversityTIAA
VirginiaVirginia Community College SysTIAA
VirginiaVirginia Military InstituteTIAA
VirginiaVirginia Polytechnic InstituteTIAA
VirginiaVirginia Retirement SystemTD Ameritrade SDBA
VirginiaVirginia Western Comm CollegeTIAA
VirginiaWashington and Lee UniversityTIAA
VirginiaWilliam & MaryTIAA
  • 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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