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

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

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, …

CHICAGO ─ March 19, 2025 ─ October Three, an industry-leading retirement strategy, actuarial and administration consulting firm, announced the expansion of its O3 PRIME lifetime …

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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 …

Steve Stone is an External Design Consultant with October Three’s Private Market (<50 Participants) Actual-Return Crediting Cash Balance Plans Division. Steve is steadfast in his …

October Three’s continued success and expansion attracted James to the firm. He strives to ensure that all aspects of client’s retirement administration are efficiently and effectively …

Jeff Stevenson founded October Three with the mission of radically changing how defined benefit plans are designed and administered. Jeff believes that many of the deficiencies of today’s …

2023年4月2日 · Corporate bond yields fell 0.3% in March. As a result, pension liabilities rose 3%-4% during the month, ending the quarter 4%-6% higher. Summary . The first quarter of 2023 …