Rewrite the rules of pension plans with October Three – the experts in defined benefit strategy, management and administration.

He has played a critical role in the development of our plan design modeling tool, an industry leading technology platform tool that allows third party advisors to model and design an FDP plan on-line. The desire to build, rather than maintain, is what attracted Jake to October Three.

2023年4月26日 · That looks like a great retention device, but perhaps it’s too expensive. If it is, we scale it back a bit. We can do this because the Security Account is not an off-the-shelf product, but a design developed to meet the needs of each employer separately, taking into account their specific workforce.

Meet The Team Get to know the defined benefit plan consultants behind our success

2012年6月27日 · At October Three: We specialize in market-based interest credits to help control volatility. Get design solutions that fit the urgent needs of today and tomorrow.

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Whether you're looking to maintain or terminate your Defined Benefit (DB) plan or convert it to a "modern DB" design, October Three has the consulting expertise, forensic analysis tools, and advanced technology to help you mitigate risk and optimize your benefit programs.

2024年6月6日 · As a consulting firm and one-stop-shop, October Three has the administrators, actuaries and consultants to design programs and then administer them — leading clients through every step of the plan journey.

2023年6月2日 · Overall, both plans we track gained ground last month and during the first half of 2023: Plan A gained 3% during June and is now up 9% for the year, while Plan B added 1% last month and ended the first half of 2023 up 4%.

CommonSpirit Health is one of the largest US healthcare providers. Its 401(k) plan covers 105,000 participants and has over $3 billion in assets. Plaintiff Smith is (or was) a participant in that plan.