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CHICAGO & BRAINERD, MN -- May 8, 2023 – October Three Consulting and Retirement Learning Center (RLC) announce October Three’s acquisition of RLC. The two companies will together pursue the vision of ensuring all people feel prepared for retirement by combining RLC’s independent education and thought leadership to advisors providing better outcomes for their clients with October Three’s innovative approaches to design and administration of modern retirement plans.
In addition, the technology teams of October Three and RLC will begin to integrate O3 Edge into RLC’s offering to provide RLC clients with more resources, tools and 24/7 access to educational and prospecting materials. The two companies will innovate in additional areas over time.
RLC was founded in 2003 by John Carl, a pioneer in the advisor education and support marketplace. He built an incredible team of industry experts providing invaluable support to advisors in the financial services industry. John unexpectantly passed away in 2022.
“We have been a big admirer of John Carl and the entire RLC team for many years,” said Jeff Stevenson, CEO of October Three. “In acquiring RLC it is our intention to honor the legacy of John by investing in the wonderful business he created and continuing to serve the advisor community with excellence and passion. It is our desire to enhance client services by incorporating additional technology based solutions into the business…something we are very good at doing.”
Andy Larson, co-founder of RLC and Director of Education said, “We are delighted to be part of October Three. Their passion for supporting the advisor community is consistent with our business purpose. Combined with their commitment to technology and innovation we see incredible growth in our product offering and the support we can provide to our customers. We couldn’t be happier becoming part of the O3 team.”
“October Three will maintain the Retirement Learning Center brand. October Three Consulting will continue to focus on delivering actuarial consulting, design, and administration of retirement plans,” said Stevenson. October Three is a leading force behind Market Based Cash Balance designs and recently launched O3 Prime “Personalized Retirement Income for My Employees,” a plan design concept intended to address the looming retirement crisis.
About October Three:
At October Three, we help employers, and their advisors, create and manage retirement plans that meet the needs of employees and employers. We design solutions that fit both the urgent needs of today and the impending needs of the future. And we do so with openness and full transparency, granting customers a refreshing level of insight into their plans.
At the end of the day, we believe in treating our clients fairly and with respect. And we believe that by shedding light on alternative solutions in the retirement plan arena, we can help our clients move from a sense of powerlessness and negativity to one of empowerment. For more information, please visit www.octoberthree.com or follow @octoberthree on Twitter.
About Retirement Learning Center:
Retirement Learning Center is the premier independent educational and advice center dedicated to helping financial advisors build and grow their retirement related business. Through access to industry experts, online information, continuing education, and technical support, RLC has helped over 43,000 advisors produce better outcomes for their clients. For more information, please visit https://retirementlc.com