Merger & Acquisition Consulting
Custom M&A Services
October Three offers a specialized and unique service in mergers and acquisitions. We help buyers and sellers understand the financial risks and opportunities of a transaction that includes defined benefit plans.
Our Service Is Unique
We work with all types of defined benefit plans:
- Single-employer
- Multiemployer
- Multiple Employer
- Qualified or Nonqualified
We’re able to work with minimal data:
- Publicly available data only in the case of single-employer plans
- Fundamental information that should be in the Virtual Data Room for multiemployer plans
Unlike our competitors, we’re not limited by plan types. We provide services for both single-employer and multiemployer plans and work at the speed of deals, whatever the deadlines.
Our Mergers & Acquisition Perspective
Stay up to date with the latest in defined benefit plans with our expert insights. From market updates to retirement plan management tips and regulatory news, we’ve got you covered.
How Defined Benefit Plans Can Deliver Guaranteed Lifetime Income
With a rapidly aging population and increasing average lifespan, Americans recognize that an effective retirement plan must provide a secure and preferably guaranteed lifetime income. As a result, the industry has worked to introduce lifetime income solutions into 401(k) plans. While these attempts are well-intentioned and necessary for some, their complexity and high cost highlight the fundamental challenge that has been hard-coded into our retirement system – that defined contribution (DC) plans are unsuitable for providing lifetime income security.
Best Practices for Defined Benefit Plan Administration
Defined Benefit Plans continue to offer meaningful retirement security, but require careful oversight, governance, and best practices to remain sustainable and compliant. In this article, we explore some of the common challenges we’ve seen plan sponsors face and provide best practices that we’ve seen implemented to deliver long-term value to plan participants.
8 Strategies to Reduce Pension Plan Risk and Increase Efficiency
The key to a successful defined benefit plan lies in its management. It's a balance between managing risk, ensuring financial viability for the plan sponsor, and offering financial security for retirees. Fortunately, there are some easy solutions to reduce risk and make your plan run more efficiently, whether your plan is frozen or active. Here are the top ten ways.
Contact Jeff Stevenson
Jeff is here to answer any questions you have about our M&A Consulting solutions.
