John Lowell

Partner

John Lowell is a Partner and Consulting Actuary at October Three. An industry veteran, John has consulted on nearly every facet of retirement plans and shared his expertise as a frequent speaker and author for 40 years. He is a Fellow of the Conference of Consulting Actuaries for whom he served as President in 2018, an Associate of the Society of Actuaries, an Enrolled Actuary under ERISA, and a Member of the American Academy of Actuaries. Outside of his professional work, John lives in the Atlanta suburbs, where he enjoys spending time with his wife, kids, and grandchildren. John’s practice at October Three focuses on four key areas: - Leading our M&A practice, where we perform financial diligence on all types of defined benefit plans: qualified or nonqualified; single-employer or multiemployer. - Co-leading our Dispute Resolution practice, in which we serve as testifying experts and expert consultants in litigation and similar matters. - Developing innovative retirement plan designs that provide financial consistency for employers and efficient lifetime income for their employees. - Solving complex compliance problems, often related to controlled group or nondiscrimination issues. Clients come to John for his experience, technical expertise, and dogged determination in providing creative solutions to problems people say they can't solve.