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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.

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Retirement Plans and
Client Relationships…Redefined

Innovation

We design innovative solutions that fit both the urgent needs of today and the impending needs of the future.

Transparency

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.

Clarity

In a volatile industry, we’re building a new understanding about where the Defined Benefit market is headed and how your DB plan can evolve to deliver more.

Our Approach

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.

Our Perspective

March 2021 Pension Finance Update

Pension finances enjoyed another good month in March, capping the best quarter in memory, led by higher interest rates with stock markets playing a supporting role.

Annuity Purchase Update: March 2021 Interest Rates

As interest rates continue to rise, the savings from purchasing annuities will also rise.

President Biden signs stimulus legislation with single-employer interest rate stabilization/funding relief included

On March 11, 2021, President Biden signed into law the American Rescue Plan Act of 2021 (ARPA). ARPA includes significant single-employer defined benefit plan interest rate stabilization/funding relief.

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