October Three

Our Vision: Redefining Retirement Planning

October Three sets itself apart as a leading provider of defined benefit plan administration and design solutions. We champion traditional defined benefit plans, believing in their potential to deliver security and financial stability in a rapidly changing world.

Our Expertise

We boast a team of seasoned actuarial experts, seasoned professionals who have honed their skills in crafting robust and sustainable retirement plans for clients of all sizes and across industries.

What Sets Us Apart?

• Transparency and Openness: We embrace transparency in all our interactions, providing clients with clear and concise information about their plans and the industry landscape.
• Client-Focused Solutions: We prioritize understanding your unique needs and goals to design customized solutions that align perfectly with your organization's vision.
• Innovative Thinking: We constantly challenge conventional wisdom and explore fresh approaches to enhance the traditional defined benefit plan experience.
• Data-Driven Insights: We leverage advanced data analytics to assess risks, mitigate costs, and optimize plan performance.

Our Comprehensive Services

October Three offers a comprehensive array of services to meet all your defined benefit needs:

• Actuarial Services: Comprehensive risk analysis, funding projections, and fund analysis.
• Cash Balance Plans: Tailored plans designed to address individual financial goals and mitigate risks.
• Plan Administration: Streamlined processes for plan funding, contribution processing, and participant communications.
• Plan Design: Innovative solutions for optimizing contributions, vesting schedules, and benefit improvements.
• Risk Management: Comprehensive strategies for mitigating potential financial and regulatory risks.

Our Commitment to You

At October Three, we are passionate about empowering individuals and organizations to achieve financial security in retirement. We are committed to:

• Providing exceptional client service and personalized attention.
• Staying at the forefront of industry knowledge and regulations.
• Delivering measurable results and tangible value to every project.

Let's Partner for a Secure Retirement

Contact us today to schedule a consultation and learn how October Three can help you redefine your defined benefit plan and achieve your retirement goals.