Pension Risk Transfer

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DC & DB
Individual Annuities

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Non Qualified Annuities

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Management Team

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The Brentwood Companies

Since 1984 the Brentwood Principals have placed over 2,600 group annuity contracts for pension plan terminations and pension risk transfer.  Over the past decade Brentwood has worked as an independent fiduciary 3(38) or co-fiduciary 3(21) over 180 times on group annuity contracts worth well over $3 billion. Unlike companies that have recently entered this market or do this work as an add-on to their main business this is our specialty and accounts for the vast majority of our revenue.

Brentwood is a full-service company that works alongside a plan sponsor’s consulting actuary, investment advisor and legal team by providing all of the services associated with the purchase of a group annuity contract.  Our work starts with pre-sale strategy and only ends once all participants have received their insurance company certificates.

Brentwood is also extremely active in the individual and non-qualified annuity market by providing multiple “Safe Harbor” insurance company annuity quotes for individuals leaving DC and DB plans.

 

Current Group Annuity Rates

July 2, 2019
Immediate: 2.90% – 3.00%
Term. Vested: 3.00% – 3.10%
Actives: 3.15% – 3.25%
June 17, 2019
Immediate: 2.90% – 3.00%
Term. Vested: 3.00% – 3.10%
Actives: 3.15% – 3.25%
June 3, 2019
Immediate: 2.90% – 3.00%
Term. Vested: 3.00% – 3.10%
Actives: 3.15% – 3.25%
May 15, 2019
Immediate: 3.05% – 3.15%
Term. Vested: 3.15% – 3.25%
Actives: 3.30% – 3.40%
May 6, 2019
Immediate: 3.15% – 3.25%
Term. Vested: 3.25% – 3.35%
Actives: 3.40% – 3.50%
April 15, 2019
Immediate: 3.20% – 3.30%
Term. Vested: 3.30% – 3.40%
Actives: 3.45% – 3.55%
April 1, 2019
Immediate: 3.15% – 3.25%
Term. Vested: 3.25% – 3.35%
Actives: 3.40% – 3.50%


If you would like to be included in our monthly annuity rates newsletter update please contact info@brentwoodllc.com.

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LEARN MORE CONTACT US

California
Corporate Headquarters

5999-B Ridgeview Street
Camarillo, CA 93012


805-764-0300
scott.harbin@brentwoodllc.com

Florida
Regional office

1221 First Street South, 11A
Jacksonville Beach, FL 32250


904-372-7105
neil.ronco@brentwoodllc.com