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
January 2020 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 2.12% – 2.45% 2.34% – 2.63% Average Rate: 2.27% 2.49% As mentioned in our December 2019 Pension Finance Update, pension plans continued to see an increase in funded status during this last quarter of 2019. Also, the equity market has experienced…
December 2019 Duration: 7 Years 15 Years 7 Years 15 Years Range Rate: 2.00% – 2.45% 2.25% – 2.64% Average Rate: 2.21% 2.44% As mentioned in our November 2019 Pension Finance Update, pension plans continued to see an increase in funded status during this last quarter of 2019. Also, the equity market has experienced…