Retirement Plan Expertise

Q3 has developed a plug and play solution for retirement plans by partnering with the best in the industry. We add investment fiduciary services to client plans along with practice management tools for advisors. We allow financial professionals to outsource fiduciary duties, cut plan costs, and increase fee transparency, all while maintaining complete control over the plan relationship. We have a range of services to support 401(k) and 403(b) marketing efforts.

  • Manage Existing Participant Accounts without Moving Them
  • Understand Cash Balance - The Fastest Growing Qualified Retirement Plan
  • Win Your Next 401(k) Pitch with the Ultimate Plan Proposal
  • Learn about Active Target Date Management Services


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Providing Active Risk Management for Retirement Plan Participants

With over 10 years’ experience working as a retirement plan overlay manager, Q3 has become an expert in the space. While many advisors simply provide ancillary advice when it comes to their clients' retirement plans, we maintain the ability to manage client accounts on a case by case basis. Our pre-rollover solution helps advisors to better serve clients, while offering clients hands on risk management for what is often their biggest asset.

Financial Professionals – Click Here to Learn More About Q3’s Overlay Management Capabilities

Bundled vs. Unbundled

85% of plans with fewer than 250 participants rely on a bundled service provider.* While larger plans tend to use an unbundled solution. Why is there a difference and which is the better option?

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