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
WashingtonAmazonFidelity BrokerageLink
WashingtonAvistaFidelity BrokerageLink
WashingtonBates Technical CollegeTIAA
WashingtonBellevue CollegeTIAA
WashingtonBellingham Technical CollegeTIAA
WashingtonBenaroya Research Institute AtTIAA
WashingtonBig Bend Community CollegeTIAA
WashingtonCascadia Community CollegeTIAA
WashingtonCentral Washington UniversityTIAA
WashingtonCity of RentonTIAA
WashingtonCity of Seattle 457Schwab PCRA
WashingtonCity of ShorelineTIAA
WashingtonCity of SpokaneTD Ameritrade SDBA
WashingtonCity of TacomaTD Ameritrade SDBA
WashingtonClark CollegeTIAA
WashingtonCommunity Colleges of SpokaneTIAA
WashingtonConfluence HealthFidelity BrokerageLink
WashingtonEastern Washington UniversityFidelity BrokerageLink / TIAA
WashingtonEdmonds Community CollegeTIAA
WashingtonEverett Community CollegeTIAA
WashingtonEvergreen State CollegeTIAA
WashingtonExpediaFidelity BrokerageLink
WashingtonFred Hutchinson Cancer ResearchTIAA
WashingtonGonzaga UniversityFidelity BrokerageLink / TIAA
WashingtonGreen River Community CollegeTIAA
WashingtonGroup Health/Kaiser PermaFidelity BrokerageLink -OR- TD Ameritrade SDBA
WashingtonGrouponFidelity BrokerageLink
WashingtonHanford Nuclear - HAMTC (US Dept ofEnergy)TD Ameritrade SDBA
WashingtonHighline CollegeTIAA
WashingtonKing CountySchwab PCRA
WashingtonLakeside SchoolTIAA
WashingtonLegacy Health ServiceLincoln with TD Ameritrade SDBA
WashingtonLumen Technologies (CenturyLink)Schwab PCRA
WashingtonMicrosoftFidelity BrokerageLink
WashingtonMultiCare Health SystemTransamerica with Schwab PCRA
WashingtonNordstromPrudential SDBA
WashingtonNorthwest SchoolTIAA
WashingtonOlympic CollegeTIAA
WashingtonOverlake HospitalFidelity BrokerageLink
WashingtonPacific Lutheran UniversityTIAA
WashingtonPeacehealth HospitalsFidelity BrokerageLink
WashingtonPierce CollegeTIAA
WashingtonProvidence Health & ServicFidelity BrokerageLink
WashingtonRenton Technical CollegeTIAA
WashingtonSeattle Children'sFidelity BrokerageLink
WashingtonSeattle Pacific UniversityFidelity BrokerageLink
WashingtonShoreline Community CollegeTIAA
WashingtonSkagit Valley CollegeTIAA
WashingtonTacoma Community CollegeTIAA
WashingtonUniversity of Puget SoundTIAA
WashingtonUniversity of WashingtonFidelity BrokerageLink / TIAA
WashingtonVirginia MasonFidelity BrokerageLink
WashingtonWalla Walla Community CollegeTIAA
WashingtonWashington State UniversityTIAA
WashingtonWenatchee Valley CollegeTIAA
WashingtonWestern Washington UniversityFidelity BrokerageLink / TIAA
WashingtonWhatcom Community CollegeTIAA
WashingtonWhitman CollegeTIAA
WashingtonYakima Valley Community CollegeTIAA
  • 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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