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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

Pension Finance Update – July 2021

Due to lower interest rates, pension finances slipped last month with both model plans we track losing ground.

Annuity Purchase Update – July 2021

Pension funding levels decreased this past month as lower interest rates outweighed a level stock market. Annuity purchase costs increased slightly for Annuity Plan 1 and 2.

June 2021 Pension Finance Update

Falling interest rates in June saw otherwise steady pension plans down 1%, with both model plans we track remaining in the black for the year.

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