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Frustrated by outdated systems, inaccurate benefit calculations, and non-compliant administration, an employer grew increasingly dissatisfied with its existing provider. The provider’s shift away from defined benefit plans only worsened the situation, leading to critical errors and poor service that prompted the employer to issue an RFP in search of a more reliable partner.
The client needed accurate benefit calculations, timely support, and transparent, dependable administration.
Partnering with October Three brought a fresh approach:
A specialized, modern administrative platform designed specifically for defined benefit plans
Transparent workflows that allowed the client to track participant requests, calculations, and quality checks in real time
A highly trained call center, with agents supported by a custom knowledge base tailored to the client’s unique plan provisions
Direct access to client references who testified to October Three’s accuracy, responsiveness, and attention to detail
The results spoke for themselves. Participants experienced dramatically improved service with accurate, timely answers and visible case tracking. The employer gained confidence in their retirement plan’s administration thanks to proactive service and expert management of complex cases.
From implementation to day-to-day management, October Three’s administration platform helps simplify the admin experience for plan sponsors and participants. Schedule a quick call with our team to learn how we can support your administrative needs.