Change the Way You Look at Defined Benefit Plans.
In an industry where confusion and skepticism run high, we’re building a refreshingly new approach—one based on innovation, understanding and transparency.
Retirement Plans and
We design innovative solutions that fit both the urgent needs of today and the impending needs of the future.
Operating with full openness, we’re lifting the veil of mystery that shrouds the Defined Benefit landscape to give you a refreshing level of insight into your plan.
Building Great Relationships
Before working with October Three, our participants received an annual statement stating their balance and that was it. Now, through the Daily platform, we are able to minimize our workload in managing the plan and our participants love the self-service capabilities it offers.
October Three works with clients of every size in nearly every industry. Our business is built on forging strong relationships and delivering value and positive results to the clients we serve.
Services That Add Value
Perspective Matters October Three was not only built on a refreshingly different approach to designing and administering pension plans, but seeded by our passion for helping empower employees toward secure, successful retirement. Over the past nine years, we have been privileged to work alongside remarkable people like you who continually reinforce that mission as the…
September was another month of modest improvement in pension finance, due to higher interest rates. Our traditional Plan A improved for the sixth straight month – up less than 1% in September and now ahead almost 9% for the year, while the more conservative Plan B was flat last month but remains up almost 2% year-to-date:…
Pension sponsors enjoyed more good news in August, marking five consecutive months of improvement for pension finances. Both model plans we trackgained ground last month – traditional Plan A improved almost 1% while the more conservative Plan B gained less than 1%.