Great news: On May 1, 2023, October Three acquired the Retirement Learning Center (RLC). By combining RLC’s independent education and thought leadership with October Three’s innovative and modern retirement plans and technology, the two companies will work to ensure everyone feels prepared for retirement.
Currently, October Three and RLC are working to integrate RLC’s offerings into O3 Edge [1]to provide RLC clients with more resources, tools and 24/7 access to educational and prospecting materials—all while keeping the RLC brand intact. The two companies will innovate in additional areas over time.
As you may recall, RLC was founded in 2003 by John Carl, a pioneer in the advisor education and support marketplace. He built an incredible team of industry experts providing invaluable support to advisors in the financial services industry. John unexpectantly passed away in 2022.
“We have been a big admirer of John Carl and the entire RLC team for many years,” said Jeff Stevenson, CEO of October Three. “In acquiring RLC it is our intention to honor the legacy of John by investing in the wonderful business he created and continuing to serve the advisor community with excellence and passion. It is our desire to enhance client services by incorporating additional technology-based solutions into the business…something we are very good at doing.”
October Three Consulting [2] will continue to focus on delivering actuarial consulting, design, and administration of retirement plans. The firm is a leading force behind Market Return Cash Balance designs and recently launched O3 Prime “Personalized Retirement Income for My Employees,” [3] a plan design concept intended to address the looming retirement crisis. For more information, please visit www.octoberthree.com [4] or follow @octoberthree on Twitter.