A Different Perspective On Defined Benefit Plans

What Makes October Three Different?

October Three is a different kind of defined benefit (DB) plan administration and design firm. We believe that DB plans can be a powerful tool for employee retention and retirement security, but that the industry has become mired in confusion and skepticism. We are here to change that.
We offer a refreshingly different approach to DB plans. We design solutions that fit both the urgent needs of today and the impending needs of the future. We do so with openness and full transparency, granting customers a refreshing level of insight into their plans.

We design plans that mitigate risk, manage costs, and deliver real value.

Changing the Defined Benefit Plan Market

Many people associate defined benefit plan administration and design with stress and volatility. But where others see negativity and confusion, October Three sees potential. We’re taking defined benefit plans in a new direction, designing innovative programs that mitigate risk, manage costs, and deliver real value for our clients.

Plan Design Solutions

The October Three Team

Our employees represent the spirit of our company — hard working, personable, and passionate about what they do. Get to know the people who make our defined benefit plan administration and design services outstanding.

Meet Our Team

What's In A Name?

People often ask about the origin of our name. Answering this question provides the perfect introduction to our story.

If life were a calendar, we see October as the month when retirement begins. Just as October represents a change of season, retirement marks the transition to a new phase of life.

And like the three-legged stool of personal savings, social security, and employer sponsored retirement plans, the number three signifies unity, strength, and balance in retirement preparation. Thus, we believe that the best approach to retirement planning recognizes the value of every retiree and supports their goals as they transition to life’s next season. We call this philosophy “October Life”.