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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

The defined benefit plan market is fraught with complexity and constant change. October Three recognizes these challenges deeply impact our clients’ futures, so we prioritize innovative solutions and transparency. Our employee benefits and retirement plan consultants prepare our clients for uncertainty while providing visibility into their retirement and benefit plans every step of the way. We take a different approach to the defined benefit market by providing:

Innovative Solutions

Our retirement plan consultants design plans that meet today’s urgent needs and prepare you for the future. We go beyond cut-and-paste solutions to provide for our clients’ unique needs and deliver long-term value.

Transparent Planning

We operate with openness and lift the veil of mystery that shrouds the Defined Benefit landscape. Our benefits and retirement plan consultants deliver a refreshing level of insight into your DB plan, enabling control over your long-term goals.

Clear Insight into the DB Industry

The defined benefit market can be volatile, and we believe our clients deserve a clear understanding of how changes affect their plans. Our retirement plan consultants assess where the market is headed and how your Defined Benefit plan can evolve to deliver more.

Learn About Our Retirement Plan Consultants’ 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’s benefits and retirement plan consultants work with clients of all sizes across industries. Our business is built to forge strong relationships, and deliver value and tangible results to every project.

Value-Added Services from Our Benefits and Retirement Plan Consultants

From design to administrative services, our benefits and retirement plan consultants provide innovative solutions for complex defined benefit challenges. With our full range of consulting expertise, forensic analysis tools and advanced technology, you can select the support you need most.

Our Perspective

Keep up with industry trends and learn from our benefits and retirement plan consultants. Our market updates, regulatory outlooks and more inform your DB strategy with expert insights.

Pension Finance Update – September 2021

Pension finances lost ground in September, as higher interest rates were unable to offset the impact of weak stock markets.

Annuity Purchase Update – September 2021

Pension funding levels declined this past month due to a decrease in interest rates. As a result, annuity purchase costs increased 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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