Retirement plans people actually value
Today's workforce wants more than a plan. They want clarity and confidence. We help you deliver retirement solutions that are easy to understand and built to retain top talent.
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Retirement Plan Support for Employers & Plan Advisors
Smarter retirement plan strategies. Lower risk. Greater value for your people and your business.
Modern low-risk alternatives to flawed pension designs
Simplified plan administration
Plan termination & de-risking
Tax-efficient executive retirement benefits
Grow your practice. Deepen client relationships. Stand out in a crowded market.
Continuing education and personalized plan support
Unlock new revenue opportunities
Prospecting support and tools
Strategic partnerships that work
Core Solutions
Maximize savings and reduce tax burdens with customized, high-performing plan designs.
Plan design & optimization
Full-service administration
Real-time tech & reporting
Ongoing compliance and governance
Reduce volatility and exit legacy plans with precision.
Pension risk transfer strategy
Plan termination guidance
De-risking and cost control
Annuity placement services
Plan alignment to workforce management goals
Cost reduction and financial enhancements
Market-based cash balance plan conversions
Lifetime income solutions for employees
Independent audit and benchmarking
What Our Customers Are Saying
“Working with October Three was a great experience - from project management to execution and the results we achieved.”
“Very knowledgeable team and they are quick to respond. October Three is also great at troubleshooting and coming up with new ideas to assist us with planning.”
“The most professional firm I have ever worked with. Now on my second October Three team with my new firm, service is still the best.”
“We have a thoughtful, responsive team that is very thorough in their work and willing to run down esoteric questions/concerns as they present. We are fortunate to have October Three as our consultants for our cash balance defined benefit plan.”
More than a Vendor — A True Ally
You don't need another vendor. You need a collaborative teammate who understands the pressures you face—limited time, rising employee expectations, and the need to deliver more value while managing cost and risk. Our team becomes an extension of yours, helping you turn your retirement benefits into a competitive advantage without adding to your to-do list.
Make retirement simpler for you and your people
Elevate the employee experience
Modernize your plan to align with today’s workforce
Control cost and reduce risk and volatility with smart strategies
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October Three Featured in the News
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