Introducing O3 PRIME, a new retirement program designed?to meet the distinct needs of the modern workforce and employers. #O3PRIME
October Three Consulting
金融服务
Chicago，IL 10,297 位关注者
Industry leaders in retirement plan design and modern Defined Benefit solutions
关于我们
October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the country. A primary focus of the consultants at October Three is the design and administration of comprehensive retirement benefits to employees that minimize the financial risks and volatility concerns employers face. Through effective plan design strategies October Three believes successful financial outcomes are achievable for employers and employees alike. A critical element of those strategies is the ReDB? plan design. ReDB? plans represent an entirely new, design-based approach to retirement and to the management of both the employer's and the employee's financial risk, focusing on maximizing financial efficiency and employee value. As Retirement Architects? we are Re-Thinking, Re-Building, Re-Defining? retirement solutions.
- 网站
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https://octoberthree.com
October Three Consulting的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Chicago，IL
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Cash Balance Plans、Defined Benefit Plans、Software as a Service、Retirement、Benefit Adminstration Solutions和Employee Benefit Communications
地点
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主要
获取路线
233 South Wacker Drive
Suite 8350
US，IL，Chicago，60606
October Three Consulting员工
动态
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Knowledge is power, and financial education is key. While AI can be beneficial, how can we truly break barriers and foster a deeper understanding of financial wellness and the future? ?? #HSA #401k #Pensions #RetirementPlanning #FinancialSecurity #EmployeeBenefits #WealthManagement #FinancialWellness #RetirementSavings #FinancialEducation
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Ready to talk Cash Balance? You won't want to miss out ??
?? Cash balance plans are on the rise—are you ready to tap into this growing market? Join us on April 3 at 1:00 p.m. ET for a deep dive into how these plans can enhance your service model and provide added value to plan sponsors. ?? Secure your spot today! https://ow.ly/BwIe50VbgFJ ???Andy Larson & Andrew Vargas Vila #401k #RetirementPlanning #FinancialAdvisors
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We're #hiring a new Sales Development Representative – Flexible Deferral Plan in United States. Apply today or share this post with your network.
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What drives a successful retirement program? Andy Larson, Director at our Retirement Learning Center, shares valuable insights. What other key drivers do you think are essential? Share your thoughts in the comments! ?? #RetirementPlanning #EmployeeBenefits #CompanyCulture
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?? Cash balance plans are gaining traction—are you tapping into this growing market? Join us on April 3 at 1:00 p.m. ET for The Cash Balance Connection, sponsored by October Three Consulting. Discover how these plans can expand your service model, require less time than 401(k)s, and boost your value as a trusted advisor. ?? Secure your spot today! https://ow.ly/qgGw50V7Uo8 ???Andy Larson & Andrew Vargas Vila #401k #RetirementPlanning #FinancialAdvisors
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In a constantly changing market, advisors must stay proactive and innovative. Which strategy is most essential for long-term success? #FinancialAdvisors #MarketTrends #RetirementSolutions
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What You Need to Know: SECURE 2.0 Updates ?? New retirement plan rules are taking effect—is your organization ready? Employers will now be required to implement automatic enrollment, offer higher catch-up contributions for certain employees, and match student loan payments as retirement contributions. The landscape is shifting—how are you preparing? #SECUREAct #RetirementPlanning #401k #403b #HRUpdates
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Our latest poll revealed the value in evaluating benefits annually, a smart move in today’s evolving workplace. But how can you ensure those evaluations drive real value? Idan Shlesinger, Retirement Solutions Practice Leader, puts it best. ?? #EmployeeBenefits #RetirementPlanning #WorkplaceTrends
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Employee benefits aren’t just an expense—they’re a powerful tool for retention, engagement, and business success. But to truly make an impact, benefits must evolve with workforce expectations. ?? To see why prioritizing the right benefits helps drive value for your people & business. #EmployeeBenefits #RetirementPlanning #FutureOfWork