Learn More

Providing Active Risk Management for Retirement Plan Participants

With over 10 years' experience working as a retirement plan overlay manager, Q3 can manage many client accounts as well as facilitate the deduction of advisory fees.

Our pre-rollover solution helps advisors to immediately increase AUM while attracting new prospects prior to retirement.
Learn More

Find a Plan

Q3’s Plan Search provides quick access to information for adding investment management to plans around the country. Simply select the state below to view plans.

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC

Some companies have a national presence. Click the link below to view plans that exist in many regions of the country.

View National Plans

What's Your Exit Strategy?

As investors approach retirement, many can't afford to sustain a major loss at the hands of a bear market. At Q3, we believe that avoiding large losses is paramount in achieving long term growth. There are times where it may be prudent to reduce risk within a client's portfolio. For investors that don't have the time, desire, or expertise to manage their retirement assets effectively, Q3 is here to help.

Sign Up For Q3 Updates

Frequently Asked Questions:

Some retirement plans offer a feature referred to as a Self-Directed Brokerage Account (SDBA). The problem is that not many participants really understand what it is or why they might want to use this feature. The SDBA allows participants to make investments outside of their regular plan window. So rather than being limited to a smaller number of options offered within the plan, a self-directed brokerage account often includes many more investments, such as stocks, bonds, mutual funds, and ETFs.

Q3 works with a variety of providers including Fidelity, TD Ameritrade, Voya, Aspire and Vanguard.

If you'd like more information on our services, simply email us ([email protected]) or give us a call at: 248-566-1122 Ext. 102.

Q3 is a fee-based investment advisor. Advisory fees vary depending upon the size of the portfolio and are deducted on a quarterly basis. Q3 generally shares 50% of the collected fee with the referring representative.