Jeff Stevenson is CEO of October Three, an actuarial and consulting firm specializing in modern retirement plan design and administration. Defined contribution (DC) plans like 401(k)s have become the ...
Jeff Stevenson is CEO of October Three, an actuarial and consulting firm specializing in modern retirement plan design and administration. Pension risk transfer (PRT) is used to reduce a plan ...
What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...