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
WisconsinAlverno CollegeTIAA
WisconsinAugustana HealthCareSchwab PCRA
WisconsinAurora HealthCareSchwab PCRA
WisconsinBarry-Wehmiller Co.Schwab PCRA
WisconsinCarthage CollegeFidelity BrokerageLink / TIAA
WisconsinChippewa Valley Technical CollegeFidelity BrokerageLink
WisconsinCity of Milwaukee 457 PlanSchwab PCRA (Voya)
WisconsinColumbia HospitalFidelity BrokerageLink
WisconsinFroedtert & Community HeTD Ameritrade SDBA
WisconsinHarley DavidsonFidelity BrokerageLink
WisconsinHumanaSchwab PCRA
WisconsinKimberly-Clark CorporationFidelity BrokerageLink
WisconsinMarquette UniversityFidelity BrokerageLink / TIAA
WisconsinMilwaukee Institute of Art andTIAA
WisconsinRockwell AutomationFidelity BrokerageLink
WisconsinSt. Norbert CollegeFidelity BrokerageLink
WisconsinSt. Vincent HospitalFidelity BrokerageLink
WisconsinState of Wisconsin Employees (Deferred Comp Plan 457)Schwab PCRA
WisconsinUniversity of Wisconsin Hospitals & ClinicsFidelity BrokerageLink
WisconsinUniversity of Wisconsin SystemTIAA
WisconsinUniversity School of MilwaukeeTIAA
  • 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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