In an industry where confusion and skepticism run high, we're building a refreshingly new approach-one based on innovation, understanding and transparency. 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. 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.
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. 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.
Services
October Three was built around a refreshingly different approach to Defined Benefit (DB) plans. In an industry mired in confusion and skepticism, we saw an opportunity to create clarity and build a new understanding of how an organization's defined benefit plan administration and design can evolve to deliver more.
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. We are proud to provide new and innovative solutions to the specific retirement issues you face.
Comprehensive services for all types of plans - from Cash Balance and traditional Defined Benefit plans to SERPs and other Nonqualified arrangements. Our seasoned, credentialed actuaries provide comprehensive actuarial services around a variety of plan issues.
We help you understand how actuarial calculations evolve due to changes in underlying interest rates, short- and long-term asset returns, alternate asset allocation strategies, plan design improvements, and demographic experience.We are experts in navigating the complex nondiscrimination, compliance and reporting requirements for defined benefit plans.
We help you understand how actuarial calculations evolve due to changes in underlying interest rates, short- and long-term asset returns, alternate asset allocation strategies, plan design improvements, and demographic experience.We are experts in navigating the complex nondiscrimination, compliance and reporting requirements for defined benefit plans.
At our core, we are Cash Balance (CB) plan specialists. Over the years, we have implemented hundreds of new Cash Balance Plans, and pioneered the use of market-based interest credits as a means to control volatility and provide a better program. We believe that employers should be able to provide their employees with meaningful benefits, without having to take on an unnecessary amount of risk.
Our experts provide consulting and expert testimony on issues such as plan design, employee communications, and executive benefits and agreements in disputes involving all types of qualified and nonqualified retirement plans as well as certain other forms of executive compensation. The senior team has tremendous experience assisting companies and their counsel with disputes arising from broad-based and executive benefit and compensation programs.
Reviews
Be the first to review October Three.
Write a Review
