October Three Named to Inc. 5000 List for Second Consecutive YearCHICAGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- October Three, an industry-leading retirement strategy consulting, technology and administration firm, has been recognized by Inc. Magazine as one of the fastest-growing private companies in America for the second year in a row. October Three ranked 3404 on the 2026 Inc. 5000 list overall and 285 within the financial services category.
October Three Acquires Broker Educational Sales & Training, Inc.Continuing education firm to be integrated with October Three’s Retirement Learning Center
October Three Report: Cash Balance Plans Outnumber Traditional Defined Benefit Pensions Nearly Two to One
October Three, an industry-leading retirement strategy consulting, technology and administration firm, today released its 2026 Cash Balance Plan Report. The report contains an in-depth analysis of Cash Balance plans using Department of Labor data from 2015 through the most recent 2024 filings.
Survey: Retirees with Guaranteed Lifetime Income 30% more likely to report high levels of financial securityDemand for lifetime income solutions increases as Americans find they are unable to self-manage their retirement savings
Insurance Companies Report Increasing Competition Amid Decline in 2025 Pension Risk TransfersAnnuity pricing competitive as carriers adjust underwriting guidelines to capture new business
October Three Named to Inc. 5000 List of Fastest Growing Companies in AmericaCHICAGO, Aug. 13, 2025 (GLOBE NEWSWIRE) -- October Three, an industry-leading defined benefit strategy, management and administration consulting firm, has been recognized by Inc. Magazine as one of the fastest-growing private companies in America. October Three ranked 3,280 on the 2025 Inc. 5000 list overall and 215 within the financial services category.
October Three Expands Operations with New Office in IndianapolisCHICAGO, July 23, 2025 (GLOBE NEWSWIRE) -- October Three, an industry-leading actuarial, defined benefit strategy, and administration consulting firm, announced today the Company’s expansion with a new office in Indianapolis, Indiana.
October Three Expands O3 PRIME to Address Shortcomings of Corporate Retirement PlansModernized retirement program mitigates risk, volatility and uncertainty for plan sponsors
