Firms Form Partnership for Cash Balance Services

The firms say the partnership will deliver a “new paradigm” for the design and administration of cash balance retirement plans.

“October Three is a very sophisticated firm with a wealth of cash balance experience, and they bring to the table a technology platform and tools that are without peer in the industry,” said Tommy Thomasson, President and Chief Executive Officer of DailyAccess. “While October Three will provide necessary services for cash balance plans and opportunities, we will continue to have, in house, a robust actuarial services team that will focus on client service, consulting, and administration of our traditional defined benefit retirement plans,” he added.