Retirement Plan Overlay Management

Washington

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
Washington	Amazon	Fidelity BrokerageLink
Washington	Avista	Fidelity BrokerageLink
Washington	Bates Technical College	TIAA
Washington	Bellevue College	TIAA
Washington	Bellingham Technical College	TIAA
Washington	Benaroya Research Institute At	TIAA
Washington	Big Bend Community College	TIAA
Washington	Cascadia Community College	TIAA
Washington	Central Washington University	TIAA
Washington	City of Renton	TIAA
Washington	City of Seattle 457	Schwab PCRA
Washington	City of Shoreline	TIAA
Washington	City of Spokane	TD Ameritrade SDBA
Washington	City of Tacoma	TD Ameritrade SDBA
Washington	Clark College	TIAA
Washington	Community Colleges of Spokane	TIAA
Washington	Confluence Health	Fidelity BrokerageLink
Washington	Eastern Washington University	Fidelity BrokerageLink / TIAA
Washington	Edmonds Community College	TIAA
Washington	Everett Community College	TIAA
Washington	Evergreen State College	TIAA
Washington	Expedia	Fidelity BrokerageLink
Washington	Fred Hutchinson Cancer Research	TIAA
Washington	Gonzaga University	Fidelity BrokerageLink / TIAA
Washington	Green River Community College	TIAA
Washington	Group Health/Kaiser Perma	Fidelity BrokerageLink -OR- TD Ameritrade SDBA
Washington	Groupon	Fidelity BrokerageLink
Washington	Hanford Nuclear - HAMTC (US Dept ofEnergy)	TD Ameritrade SDBA
Washington	Highline College	TIAA
Washington	King County	Schwab PCRA
Washington	Lakeside School	TIAA
Washington	Legacy Health Service	Lincoln with TD Ameritrade SDBA
Washington	Lumen Technologies (CenturyLink)	Schwab PCRA
Washington	Microsoft	Fidelity BrokerageLink
Washington	MultiCare Health System	Transamerica with Schwab PCRA
Washington	Nordstrom	Prudential SDBA
Washington	Northwest School	TIAA
Washington	Olympic College	TIAA
Washington	Overlake Hospital	Fidelity BrokerageLink
Washington	Pacific Lutheran University	TIAA
Washington	Peacehealth Hospitals	Fidelity BrokerageLink
Washington	Pierce College	TIAA
Washington	Providence Health & Servic	Fidelity BrokerageLink
Washington	Renton Technical College	TIAA
Washington	Seattle Children's	Fidelity BrokerageLink
Washington	Seattle Pacific University	Fidelity BrokerageLink
Washington	Shoreline Community College	TIAA
Washington	Skagit Valley College	TIAA
Washington	Tacoma Community College	TIAA
Washington	University of Puget Sound	TIAA
Washington	University of Washington	Fidelity BrokerageLink / TIAA
Washington	Virginia Mason	Fidelity BrokerageLink
Washington	Walla Walla Community College	TIAA
Washington	Washington State University	TIAA
Washington	Wenatchee Valley College	TIAA
Washington	Western Washington University	Fidelity BrokerageLink / TIAA
Washington	Whatcom Community College	TIAA
Washington	Whitman College	TIAA
Washington	Yakima Valley Community College	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.

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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Retirement Plan Overlay Management

Washington

Washington

Area Plans

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

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