DailyAccess and October Three Partner on Cash Balance Services

The firms claim the new relationship 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, in a press release. “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,” added Thomasson.