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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

Annuity Purchase Update: February 2021 Interest Rates

De-risking defined benefit pension plans through the purchase of annuities has been executed by companies of all sizes as a way to manage their liabilities and expenses. In 2020, $26.5B of annuities were purchased by plan sponsors.

January 2021 Pension Finance Update

Higher interest rates gave pension finance a boost in January. Both model plans we track gained ground last month, with Plan A improving 2% while the more conservative Plan B gained less than 1%.

Annuity Purchase Update: January 2021 Interest Rates

The COVID-19 pandemic brought on numerous negative consequences, including a sharp market decline, reduced employee workforces, and decreased overall productivity. This caused plan sponsors to shift their priorities away from their pension plans and place annuity purchase transactions on hold during the second and third quarter of 2020.

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