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* Why Choose Us
* Why Choose Us
* Meet Our Team
* Our Solutions
* Actuarial Services
* Cash Balance Plans & Hybrid Plans
* Dispute Resolution
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* International Consulting
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CHANGE THE WAY YOU LOOK AT DEFINED BENEFIT PLANS.
In an industry where confusion and skepticism run high, we’re building a
refreshingly new approach—one based on innovation, understanding and
transparency.
Learn More
Cash Balance Plans: 2018 Survey & Trends See Results
RETIREMENT PLANS AND CLIENT RELATIONSHIPS…REDEFINED
The defined benefit plan market is fraught with complexity and constant change.
October Three recognizes these challenges deeply impact our clients’ futures, so
we prioritize innovative solutions and transparency. Our employee benefits and
retirement plan consultants prepare our clients for uncertainty while providing
visibility into their retirement and benefit plans every step of the way. We
take a different approach to the defined benefit market by providing:
INNOVATIVE SOLUTIONS
Our retirement plan consultants design plans that meet today’s urgent needs and
prepare you for the future. We go beyond cut-and-paste solutions to provide for
our clients’ unique needs and deliver long-term value.
TRANSPARENT PLANNING
We operate with openness and lift the veil of mystery that shrouds the Defined
Benefit landscape. Our benefits and retirement plan consultants deliver a
refreshing level of insight into your DB plan, enabling control over your
long-term goals.
CLEAR INSIGHT INTO THE DB INDUSTRY
The defined benefit market can be volatile, and we believe our clients deserve a
clear understanding of how changes affect their plans. Our retirement plan
consultants assess where the market is headed and how your Defined Benefit plan
can evolve to deliver more.
Learn About Our Retirement Plan Consultants’ Approach
BUILDING GREAT RELATIONSHIPS
Before working with October Three, our participants received an annual statement
stating their balance and that was it. Now, through the Daily Platform™, we are
able to minimize our workload in managing the plan and our participants love the
self-service capabilities it offers.
Chief Human Resources officer at large law firm
October Three’s benefits and retirement plan consultants work with clients of
all sizes across industries. Our business is built to forge strong
relationships, and deliver value and tangible results to every project.
1. 1
2. 2
VALUE-ADDED SERVICES FROM OUR BENEFITS AND RETIREMENT PLAN CONSULTANTS
From design to administrative services, our benefits and retirement plan
consultants provide innovative solutions for complex defined benefit challenges.
With our full range of consulting expertise, forensic analysis tools and
advanced technology, you can select the support you need most.
Actuarial Services
Cash Balance Plans & Hybrid Plans
Plan Administration
Frozen Plan Management
Employee Benefit Communications
International Consulting
Managing Risk
Dispute Resolution
OUR PERSPECTIVE
Keep up with industry trends and learn from our benefits and retirement plan
consultants. Our market updates, regulatory outlooks and more inform your DB
strategy with expert insights.
Pension Finance Update – September 2021
Pension finances lost ground in September, as higher interest rates were unable
to offset the impact of weak stock markets.
Read More
Annuity Purchase Update – September 2021
Pension funding levels declined this past month due to a decrease in interest
rates. As a result, annuity purchase costs increased for Annuity Plan 1 and 2.
Read More
June 2021 Pension Finance Update
Falling interest rates in June saw otherwise steady pension plans down 1%, with
both model plans we track remaining in the black for the year.
Read More
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Chicago, IL 60606-7147
info@octoberthree.com
312-878-2440
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