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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

October 2020 Pension Finance Update

Stocks slipped again in October, producing modest declines for pensions. Both model plans we track lost less than 1% during the month.

Annuity Purchase Update: October 2020 Interest Rates

Pension plan funded statuses have generally declined in 2020 and PBGC premiums will increase in 2021. Now may be the perfect time for your plan to reduce premiums by reducing headcounts.

September 2020 Pension Finance Update

Lower stock prices hit pensions during September. Both model plans we track lost ground last month, with Plan A dropping 2% and Plan B slipping 1% during the month.

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