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
October was a scary month for pensions – treats turned to tricks as stock markets gave back most of what they had earned this year. Interest rates “rising from the dead”, so to speak, softened the blow a bit, but both model plans we track suffered their worst month of the year, with traditional Plan…
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…