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Joseph Wollscheid

Partner (Dallas)

Joe Wollscheid is a partner at October Three and the main architect of the October Three platform. He has over 18 years of experience in the defined benefit industry, with the last 13 years at October Three. Prior to joining October Three, Joe was a credentialed actuary with CCA Strategies and JPMorgan, working almost exclusively on all aspects of market based cash balance plans.

During his time at October Three, Joe has been instrumental in the designing and building the October Three platform into the leading administration system for market based cash balance plans. Joe has partnered with asset custodians to ensure the best asset information is received and processed automatically in the O3 platform on a daily basis, from rate of return calculation to applying interest to the participants’ account balances. In addition to building the asset engine, Joe has led the calculation engine team during his tenure at October Three. Joe also works with 401(k) recordkeepers to provide the participants’ account balances as frequent as daily.

Joe feels passionate that the key to administering any plan, especially market based cash balance plans, is automation. He is committed to moving the industry from “pen and paper” calculations to utilizing cutting edge technology for the calculations and thus minimizing human error.

Joe is a Fellow of the Society of Actuaries (FSA) and an Enrolled Actuary (EA) under ERISA. Joe received his B.S and M.S. in Statistics from the University of Texas at Dallas.

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