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
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%.
Pensions continued their upward march in July – stocks were up and discount rates held steady last month – and 2018 is shaping up to be one of the best years this century for pension finance. Both model plans we track  gained ground last month – traditional Plan A improved more than 1% while the…
June was another decent month for pension sponsors, rounding out a solid quarter and first half of 2018 for pension finance, as stock markets have eked out modest gains while higher interest rates have decreased pension liabilities. Both model plans we track1 at least held steady again last month – traditional Plan A gained 1%…