How October Three Helped a Mid-Sized Employer Transition Plan Admin under Pressure
In this case study, we break down how October Three helped a mid-sized private employer deliver uninterrupted defined benefit plan services on an accelerated timeline.
Situation
When a mid-sized private employer with approximately 1,900 defined benefit plan participants lost its incumbent administrator without warning, the company faced an urgent challenge. With a compressed timeline and no vendor able to commit to the standard six-to-nine-month implementation window, the organization risked service disruptions and plan continuity issues.
Approach
To avoid these outcomes, the team deployed a soft go-live model, a strategic approach that ensures uninterrupted participant service during the accelerated transition. Critical functions such as retirements and benefit estimates were supported through manual interim processes, and a dedicated implementation team was assigned to onboarding while operations supported current participants. Lastly, frequent sponsor communication was established to maintain transparency and confidence during the implementation window.
Results
The result was a successful, accelerated transition that protected participant experiences and earned the client’s trust. Key transition highlights included:
Zero disruption to participant service during the switchover
Manual workflows ensured accurate, timely processing during the interim phase
A smooth handoff to automated systems after a soft launch, with minimal participant impact
Responsive problem-solving and collaboration led to a strong ongoing partnership and a delighted client.
Upgrade Your Plan Admin
From implementation to day-to-day management, October Three’s administration platform helps simplify the admin experience for plan sponsors and participants. Click here to learn more and schedule a quick call today.
