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October Three’s pension plan consultants and benefits experts provide clients with accurate visibility throughout the entire plan process. We utilize unique defined benefit strategies that revitalize the traditional approach.
If you have the desire and capability to re-shape the evolving employee benefits and compensation arenas, we would like you to consider joining the October Three team. October Three is an eVerify employer.
International Consulting. Employee Communications. Advisor Support. Our Perspective. Start a Conversation. ... Search By Name. Want to join the October Three team? EXPLORE CAREERS. MENU. Home. Our Solutions. Connect with Us. Why Choose Us. Our Perspective. Careers. CONTACT US. 233 South Wacker Drive, Suite 8350. Chicago, IL 60606-7147. info ...
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.
October Three Consulting and Retirement Learning Center (RLC) have joined forces to transform retirement planning. Discover the enhanced growth and support offered by the newly combined entity, now known as the Retirement Learning Center, under the umbrella of October Three.
New York. 515 Madison Avenue, Suite 1720 New York, NY 10022
October Three is a full service actuarial service provider covering everything you need to manage your plan efficiently. From plan design to ensuring compliance and plan optimization strategies to plan termination, we take care of you every step of the way.
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 defined benefit market can be overcome and successful financial outcomes can be achieved for both plan sponsors and plan participants through effective plan ...
O3 Edge is an intuitive prospecting solution made to help retirement plan advisors expand their practices. Request a demo today.
Trevor came to October Three with twenty years of diversified experience directing the accounting function across multiple industries, including several years of audit experience with one of the Big 4 accounting firms.